#  @nimeshscnbc Nimesh Shah Nimesh Shah posts on X about $8604t, strong, $hsbc, india the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::4687762273/interactions)  - [--] Week [------] -3.10% - [--] Month [-------] +22% - [--] Months [---------] +12% - [--] Year [---------] +42% ### Mentions: [--] [#](/creator/twitter::4687762273/posts_active)  - [--] Week [--] -1.30% - [--] Month [---] -83% - [--] Months [-----] +172% - [--] Year [-----] +154% ### Followers: [------] [#](/creator/twitter::4687762273/followers)  - [--] Week [------] +0.07% - [--] Month [------] +0.38% - [--] Months [------] +1.80% - [--] Year [------] +3.80% ### CreatorRank: [---------] [#](/creator/twitter::4687762273/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 46.86% [stocks](/list/stocks) 16.57% [countries](/list/countries) 11.43% [automotive brands](/list/automotive-brands) 3.43% [technology brands](/list/technology-brands) 2.29% [currencies](/list/currencies) 1.71% **Social topic influence** [$8604t](/topic/$8604t) #44, [strong](/topic/strong) 13.14%, [$hsbc](/topic/$hsbc) #143, [india](/topic/india) 8%, [core](/topic/core) 4.57%, [business](/topic/business) 4.57%, [rs](/topic/rs) #613, [investment](/topic/investment) 2.86%, [$6753t](/topic/$6753t) 2.86%, [eps](/topic/eps) #116 **Top accounts mentioned or mentioned by** [@cnbctv18news](/creator/undefined) [@cnbctv18live](/creator/undefined) [@reematendulkar](/creator/undefined) [@blitzkreigm](/creator/undefined) [@sudarshankr](/creator/undefined) [@nigeldsouza](/creator/undefined) [@ektabatra](/creator/undefined) [@vivekiyer72](/creator/undefined) [@prashantnair](/creator/undefined) [@ritusingh](/creator/undefined) [@sonalbhutra](/creator/undefined) [@shereenbhan](/creator/undefined) [@sherloc93043398](/creator/undefined) [@surabhiupadhyay](/creator/undefined) [@louise_rowntree](/creator/undefined) [@cutmytaxuk](/creator/undefined) [@grok](/creator/undefined) [@architect9991](/creator/undefined) [@numbnutbutter](/creator/undefined) [@terfin9000](/creator/undefined) **Top assets mentioned** [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Morgan Stanley (MS)](/topic/morgan-stanley) ### Top Social Posts Top posts by engagements in the last [--] hours "JPM on Orkla India Initiate OW TP Rs [---] CO a leading packaged spice and convenience food company with two leading brands MTR and Eastern which enjoy strong brand equity and leading market shares in the core South Indian states (70%+ of revenue) and overseas markets (21% salience). Since its listing in early Nov-25 stock has corrected -18% (vs NIFTY +2% NSEFMCG -1%) amidst a soft Q2FY26 earnings print (weighed down by lower margins) Expect earnings growth to gather momentum from 2HFY26 onwards driven by: 1) improving revenue growth (steady MSD+ vol growth and a moderating deflation impact)" [X Link](https://x.com/nimeshscnbc/status/2001108211940876745) 2025-12-17T01:52Z 69.8K followers, [----] engagements "Big corporate development ACC Board appproves merger of co with Ambuja Cements ACC-Ambuja Merger Share swap ratio is 328-100 Ambuja will issue [---] shrs for every [---] shares held in ACC Merger rationales: consolidation & sustainable growth @CNBCTV18News @CNBCTV18Live @Nigel__DSouza https://twitter.com/i/web/status/2003125742868304055 https://twitter.com/i/web/status/2003125742868304055" [X Link](https://x.com/nimeshscnbc/status/2003125742868304055) 2025-12-22T15:29Z 69.8K followers, [----] engagements "Jefferies on Emmvee Initiate Buy TP Rs [---] 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 expect high-teens steady state RoCE Project 56% Ebitda Cagr over FY25-28E & price Emmvee at 9x fwd EV/Ebitda Stock trades at 50% discount to peers @VivekIyer72 @CNBCTV18News https://twitter.com/i/web/status/2008361714493108380 https://twitter.com/i/web/status/2008361714493108380" [X Link](https://x.com/nimeshscnbc/status/2008361714493108380) 2026-01-06T02:15Z 69.8K followers, [----] engagements "CLSA on Indus Tower High Conviction O-P TP Rs [---] Indus is a key beneficiary of Vodafone Ideas (VIdea) AGR relief and fundraising ahead. Induss [------] towers thrive on Bharti Airtel and VIdea as anchor tenants. Bharti continues its 5G ramp-up with towers and sites up by 13K and 76K to 342K and 1.15m in 12M. Since its equity fund raising in 18M VIdea has expanded sites by 110K and unique BB towers by 21K Assume incremental tenancies from twin tenants at 68K by FY28CL for Indus VIdeas fund raising should add upside to Induss growth of 10-11% Cagr in core revenue and Ebitda. Also Induss balance" [X Link](https://x.com/nimeshscnbc/status/2011268425671459094) 2026-01-14T02:45Z 69.9K followers, [----] engagements "HSBC on ICICI Lombard Buy TP Rs [----] 3QFY26: PAT miss despite a healthy investment income was driven by increase in loss ratio and one-off impact on wage cost Management reiterated its guidance of market share gains and RoEs of 18-20% execution of this would be a key catalyst Cut FY26e tweak FY27-28e EPS to factor in the earnings miss CLSA on ICICI Lombard Hold TP Rs [----] 3QFY26 performance was mixed with its earnings miss partly driven by oneoff labour code charges even as underlying growth trends improve gradually. Retail health remained the clear standout delivering 80%+ growth supported" [X Link](https://x.com/nimeshscnbc/status/2011268788151595052) 2026-01-14T02:47Z 69.8K followers, [----] engagements "Investec on Dixon Tech Buy TP cut to Rs [-----] from Rs [-----] STK has corrected c.40% in past [--] months primarily due to uncertainties related to delay in obtaining govt approvals for Vivo & HKC JVs & slowdown in consumer demand (esp Mobiles) Lower FY26-28E EBITDA est by 5-14% to bake-in above concerns Stock now trades at 40x FY28E EPS (vs c.60x 3-4 months ago) which think more than reflects these concerns Build-in co receiving approvals for Vivo and HKC JVs in next couple of months which should provide revenue growth and margin comfort for FY27-28E In addition think Dixon would continue to" [X Link](https://x.com/nimeshscnbc/status/2013433336426090664) 2026-01-20T02:08Z 69.8K followers, [----] engagements "Investec on Paytm Initiate Buy TP Rs [----] Coupled with Paytms deep tech capabilities and embedded merchant relationships this structure supports long-term pricing power and imposes high switching costs. With most of its merchant acquisition already in place and a digital-first model Paytm enjoys substantial operating leverage Forecast 23% net revenue CAGR over FY26-28E with EBITDA margins (as % of net revenue) expanding to 24% by FY28E (from 8% in 1H26) driven by scale efficiencies and improving contribution from higher-margin credit-adjacent businesses. @CNBCTV18Live @_RituSingh" [X Link](https://x.com/nimeshscnbc/status/2014527598014205991) 2026-01-23T02:36Z 69.8K followers, [----] engagements "Brokerages on Cipla Jefferies on Cipla Downgrade to U-P TP cut to Rs [----] Q3 a miss due to weak US sales QoQ decline in gRevlimid and Lanreotide were the culprits. Mgt. cut FY26 Ebitda margin guidance by 175-300ps due to supply disruptions for Lanreotide which will continue in 1HFY27. Top US products are likely to witness a decline in FY27 while pipeline launches start to fire only in FY28 Cut FY26-28 EPS est by 19-21% Macquarie on Cipla O-P TP Rs [----] Cipla's revenue/adj. EBITDA/adj. PAT missed our estimates by 6%/26%/23%. Management lowered its FY26E EBITDA margin guidance to 21% &" [X Link](https://x.com/nimeshscnbc/status/2015969769904865298) 2026-01-27T02:07Z 69.8K followers, [----] engagements "GS on Tata Cons Buy TP Rs [----] Strong 3QFY26 across segments ahead of estimates India business volume growth at 15% firing on all cylinders Consolidated EBITDA margins recovering driven by both India and international business: Nomura on Tata Cons Buy TP Rs [----] Core business continues strong momentum; overall guidance of double-digit sales growth Growth business (c.30% of India) grew 29% y-y; guidance of 30% growth maintained Margins improve; and to keep inching up; guidance profit growth ahead of sales growth Stock trades at 48x FY28F EPS CLSA on Tata Cons Hold TP Rs [----] Q3 net sales" [X Link](https://x.com/nimeshscnbc/status/2016337450583642235) 2026-01-28T02:28Z 69.8K followers, [----] engagements "JPM on Axis Bank Upgrade to OW TP Raised to Rs [----] 3Q earnings underscore improving asset quality (AQ) trends. Axis confirmed continued positive momentum in retail AQ stabilization with early bucket delinquencies for newly originated book in retail book indicating improving AQ trends could continue with scope for a further credit cost decline in FY27/28. Overall see RoA inflection for Axis being stronger vs. earlier expectations & factor in 1.65%/1.70% for FY27/28 (vs. 1.57%/1.64% earlier) @CNBCTV18Live @_RituSingh https://twitter.com/i/web/status/2016337757057200195" [X Link](https://x.com/nimeshscnbc/status/2016337757057200195) 2026-01-28T02:29Z 69.8K followers, [----] engagements "Investec on Aditya Vision Initiate Buy TP Rs [---] Aditya Vision is a leading and fast-growing electronics retailer in Bihar and Jharkhand with a rising footprint in Uttar Pradesh. Its focused strategy of targeting underpenetrated smaller towns strong customer service and favourable micro-market dynamics has translated into robust same-store sales growth industry-leading margins and thus short breakeven/ payback periods at new stores. Backed by significant growth headroom in Uttar Pradesh and planned entry into new states current valuation at c.30x FY28 PE appears attractive @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/2016337824098967798) 2026-01-28T02:29Z 69.8K followers, [----] engagements "Investec on SRF Sell TP Rs [----] believe SRFs earnings momentum remains vulnerable as Spec Chem and TTB (range-bound) face sustained pricing pressure from China and limited near-term visibility (despite strong refrigerant segment performance). Elevated capex levels uneven recovery across segments & an early-stage pharma scale-up (aimed at de-risking agrochem exposure) further cloud earnings visibility. @CNBCTV18Live @sonalbhutra https://twitter.com/i/web/status/2016337913907446147 https://twitter.com/i/web/status/2016337913907446147" [X Link](https://x.com/nimeshscnbc/status/2016337913907446147) 2026-01-28T02:29Z 69.8K followers, [----] engagements "Nomura on L&T Buy TP Rs [----] Robust ordering but execution misses est. Cut FY27-28F EBITDA est. by 1-3% to factor in weaker margin in energy segment Ordering momentum remains robust as core order inflows grow 18% y-y Core sales grew 10% y-y 9% below our estimate led by weak infra execution Core EBITDA margin beat estimates; net working capital position improved further Expect core EBITDA CAGR of 23% over FY26-28F Jefferies on L&T Buy TP Rs [----] Q3 EBITDA 4% above expectations led by higher E&C margins at 8.2% up [--] bps YoY despite 20% YoY rise in int. E&C revenues & just 2% in domestic Order" [X Link](https://x.com/nimeshscnbc/status/2016699306758328689) 2026-01-29T02:25Z 69.8K followers, [----] engagements "Nomura on M&M Fin Buy TP Rs [---] 3Q26: Higher demand for entry-level cars; caution in commercial vehicles Revision in ECL model; credit cost benign at 1.5% (annualised) Playing on their strength in the wheel business; critical decision on housing book Aims for mid- to high-teens AUM growth Jefferies on M&M Fin Hold TP Rs [---] Q3 adj. PAT was flat YoY to Rs8.9bn10% ahead of est. as stronger NII and fee income offset higher opex. AUM growth was muted at 12% but NIMs surprised positively. AQ improved QoQ. Credit cost was in line as provn released from ECL model reset was utilised to create overlay" [X Link](https://x.com/nimeshscnbc/status/2016699830291353624) 2026-01-29T02:28Z 69.8K followers, [----] engagements "Nomura on Gland Pharma Buy TP Rs [----] 3QFY26: Ahead of est. Business stabilizing; efforts now to build capacity & gain contracts Co intends to invest INR20bn in capex over next five years This is almost double Glands base business gross block (FY25F) Co expects asset turn at 3x from new investments as it targets relatively high-value contracts Gland is investing in biologics drug substance capacity to address biosimilar opportunities Co expects consolidated revenue growth at 12-13% in FY27E accelerating beyond FY27E. Jefferies on Gland Pharma Hold TP Rs [----] Operationally in-line results." [X Link](https://x.com/nimeshscnbc/status/2016700152493592827) 2026-01-29T02:29Z 69.8K followers, [----] engagements "Investec on Aurobindo Pharma Buy TP Rs [----] Government of India vide a notification dated [--] Jan [----] has introduced a one-year minimum import price (MIP) for Pen-G 6APA and Amoxycillin at $24/$37/$$30 respectively This supports ARBNs PLI investments in PenG (especially after sharp price cuts by Chinese suppliers) & believe this could be a re-rating trigger given earlier delays on both MIP/production have weighed on stock Currently factor in only part of PLI benefit & this MIP could lift FY27E EBITDA by 68% @CNBCTV18Live @ekta_batra https://twitter.com/i/web/status/2017062874754244891" [X Link](https://x.com/nimeshscnbc/status/2017062874754244891) 2026-01-30T02:30Z 69.8K followers, [----] engagements "CITI On Vedanta Buy TP Raised to Rs [---] 3Q EBITDA rose 34% yoy/31% qoq Sequential EBITDA increase is largely attributed to better commodity prices volumes and FX; and largely lower costs Buy parent leverage at comfortable levels potential aluminium LME upside (Citi FY27 est $3425 vs $3250 spot) volume growth (aluminium/alumina) & likely lower costs + likely completion of demerger process by 1QFY27 Estimate dividend at Rs40/sh in FY26 (Rs23/sh paid so far). JPM on Vedanta Neutral TP Raised to Rs [---] 3QFY26 EBITDA came in 2%/5% ahead of JPMe/BBG consensus & Net Debt/EBITDA improved QoQ to 1.23x" [X Link](https://x.com/nimeshscnbc/status/2017063046842286227) 2026-01-30T02:31Z 69.8K followers, [----] engagements "Nomura on Apar Ind Buy TP Rs [-----] 34% beat on EBITDA estimates as domestic performance offsets the weakness in exports Conductor EBITDA/MT grew 49% y-y led by higher premium product mix Cable segment witnessed steady growth led by strong domestic performance Trades at 27x/24x FY27F/FY28F EPS @CNBCTV18Live https://twitter.com/i/web/status/2017063973821337854 https://twitter.com/i/web/status/2017063973821337854" [X Link](https://x.com/nimeshscnbc/status/2017063973821337854) 2026-01-30T02:35Z 69.8K followers, [----] engagements "CLSA on NTPC O-P TP Rs [---] 3Q rec. PAT (consolidated) grew 8% YoY despite a fall in its generation while its peers JSW was in losses and Adani Powers PAT was down 15% YoY This was driven by consolidated regulated equity (RegEq) growth of 12% YoY (parent: up 5% YoY) operational efficiency with a 122bp YoY rise in coal PAF and a supportive FY25-29 regulatory regime for energy security Key was its US$31bn capex plan over FY26-28 (2.4x) led by under construction capacity of 18.4GW in regulated and 16GW of non-fossil (NFE) projects for an installed total of 86GW Jefferies on NTPC Buy TP Rs [---] Dec" [X Link](https://x.com/nimeshscnbc/status/2017781737842004039) 2026-02-01T02:07Z 69.9K followers, [----] engagements "MS on Bajaj Auto UW TP Raised to Rs [----] 3Q in line with estimates Core F27e P/E is 24x vs. the 10-year median of 19x. This along with limited visibility on sustained domestic market share improvement & already strong export base keep us UW relative to 2W peers. Nomura on Bajaj Auto Neutral TP Rs [-----] 3Q: EBITDA margin at 20.8% (Nomura: 20.5% consensus: 20.4%) 3Q margins broadly in-line supported by higher PLI Domestic market share revival a key catalyst Current valuation at 20x core FY28F EPS is in fair value zone GS on Bajaj Auto Buy TP Rs [-----] 3Q in-line: Turning a corner on domestic 2W" [X Link](https://x.com/nimeshscnbc/status/2017781934676709656) 2026-02-01T02:07Z 69.8K followers, [----] engagements "Nomura on Exide Upgrade to Buy TP Rs [---] 3Q EBITDA largely in line with est. Auto growth remains healthy Industrial to recover Valuations have turned attractive at 10x FY28F core EPS given a 17% EPS CAGR over FY26-28F @CNBCTV18News @sudarshankr" [X Link](https://x.com/nimeshscnbc/status/2018876368025739739) 2026-02-04T02:36Z 69.8K followers, [----] engagements "Jefferies on IT Anthropics Cowork plugins and Palantirs claims of faster SAP migrations highlight how AI could potentially erode application service revenues for IT firms. With application services being 40-70% of revenues IT firms face growth pressures. Consensus growth estimates don't fully reflect this posing downside risk to valuations Reiterate selective stance & prefer HCLTech/Infosys among large IT & Coforge/Sagility among smidcaps CITI on IT CTSH 4Q25 earnings & CY26 Guidance 4Q Revenues of $5.3b +4.9% yoy . Revenue growth in cc came in at +3.8% yoy top [--] Indian IT had reported" [X Link](https://x.com/nimeshscnbc/status/2019235938447278419) 2026-02-05T02:25Z 69.8K followers, 19.3K engagements "Macquarie on Devyani O-P TP Rs [---] Sustaining Jan pickup in same store sales is key 3Q Ebitda below est liked: 1) positive same store sales growth witnessed in Jan across formats except Pizza Hut; 2) profitability improvement in recently acquired brands/ Vaango with break-even in Biryani by Kilo format achieved before the Mar-26 target; 3) healthy sequential gross margin recovery across formats which Devyani expects to sustain; and 4) healthy growth in international formats Did not like: 1) the continued margin weakness across most formats in India; 2) higher India overheads albeit company" [X Link](https://x.com/nimeshscnbc/status/2019236073055089089) 2026-02-05T02:26Z 69.8K followers, [----] engagements "Nomura on Cummins Buy TP Rs [----] Revenue down 1% y-y +1%/-2% vs our/consensus estimates EBITDA +6%/-9% y-y/q-q as weaker operating leverage offset gross margin expansion Management sees resilience in domestic demand led by sustained capex across key sectors While exports face near-term pressure due to geopolitical uncertainties management expects greater stability over the medium to long term Management remains watchful on policy developments and sees continued collaboration with key trade partners as a key enabler of growth across end markets KKC is maintaining execution discipline along" [X Link](https://x.com/nimeshscnbc/status/2019236353494630566) 2026-02-05T02:27Z 69.8K followers, [----] engagements "Nuvama on Solar Ind Buy TP Rs [-----] Despite delayed Pinaka deliveries Solar Industries (SOIL) reported an in-line Q3FY26 versus Street led by International (+35% YoY) and Defence (+72% YoY) revenue growth with OPM at 27.8% (versus Street estimate of 26.1%). Management reiterated FY26 revenue guidance of INR100bn (30% defence mix) and 27% OPM. Commercialisation of 155mm shell and Pinaka delivery pickup remain key catalysts. @CNBCTV18News https://twitter.com/i/web/status/2019236573376876563 https://twitter.com/i/web/status/2019236573376876563" [X Link](https://x.com/nimeshscnbc/status/2019236573376876563) 2026-02-05T02:28Z 69.9K followers, [----] engagements "MS on HAL Downgrade to UW from EW. TP cut to Rs [----] from Rs [----] HAL has outperformed Nifty by 4% YTD & consensus P/E is down 15% in past year See downside risk to stock given increased private sector competition & if slower execution persists due to high import dependance as multiple countries look to increase defence spend. lower our EPS by 2% & 5% for F27 & F28e @CNBCTV18News https://twitter.com/i/web/status/2019238818331979851 https://twitter.com/i/web/status/2019238818331979851" [X Link](https://x.com/nimeshscnbc/status/2019238818331979851) 2026-02-05T02:37Z 69.8K followers, [----] engagements "CITI on Nykaa Sell TP Rs [---] EBITDA beat expectations (+5% vs Citi) with margins at 8% (Citi: 7.6%/VA Consensus: 7.3%) on higher BPC gross margins enabled by stellar growth in House of Nykaa owned brands (+65% YoY). Elevated marketing spends have delivered solid annual transacting customer growth (+4mn YoY in BPC) & BPC margins trajectory has improved in recent Qs At 60x EV/EBITDA & 100x P/E on Sep27E valuations are expensive Nomura on Nykaa Upgrade to Buy TP Rs [---] 3Q EBITDA ahead of estimates Growth on track margin improvement across BPC & Fashion to sustain Structural margin levers in" [X Link](https://x.com/nimeshscnbc/status/2019599019597807971) 2026-02-06T02:28Z 69.8K followers, [----] engagements "JPM on Kaynes Tech OW TP Rs [----] 3Q missed on both revenues and margins. Revenue grew 22% YY but came in 16%/6% below consensus/JPMe while Ebitda margins expanded 60bps YY to 14.8% but came in 100bps/70bps below consensus/JPMe Order book growth was healthy at 50% YY vs average of 48% in last [--] quarters. Revenue growth was strong in Automotive (44%) while weak elsewhere - Industrial (down 4%) and Railways (down 18%) Believe QQ Ebitda margin contraction came from a decrease in high margin ODM mix to 27% (vs 30% in 2QFY26). Net working capital days increased to [---] days vs [---] in 1H Two key" [X Link](https://x.com/nimeshscnbc/status/2019599123624988873) 2026-02-06T02:28Z 69.8K followers, [----] engagements "Nomura on SBI Buy TP raised to Rs [----] 3Q26: Strong all-round performance Better delivery on margins and loan growth vs peers Strong delivery on NIMs; controlled opex and higher other income drive beat on PAT Strong and broad-based loan growth; asset quality remains sanguine At 1.2x Dec-27F BVPS (vs 0.8x in Sep-25) a substantial portion of re-rating has already played out & believe incremental upside from here should be largely earnings-driven rather than multiple-led. CLSA on SBI O-P TP raised to Rs [----] Stronger-than-expected 3Q with core PPOP and PBT beating estimates by 4%-11% & loan" [X Link](https://x.com/nimeshscnbc/status/2020680822966431842) 2026-02-09T02:07Z 69.9K followers, [----] engagements "HSBC on Shree Cement Hold TP Rs [-----] 3QFY26 earnings miss; sharply lower volume (+2% y/y) vs industry peers Value over Volume strategy pricing gap vs UTCEM has narrowed RMC investment to increase Cut FY26-28 EPS by 1-2% Jefferies on Shree Cement Downgrade to hold TP cut to Rs [-----] Reported 2nd consecutive 10%+ EBITDA miss with DecQ EBITDA falling 3% YoY Miss was led by both weaker vols (+1%YoY) & pricing (-4% QoQ) - even as Co is trying to balance Value vs Vol growth Now est flat vol growth for FY26 implying 55% Cap Uti. Amid Low CU Mgmt also refrained from guiding expansion plans beyond" [X Link](https://x.com/nimeshscnbc/status/2020683777211797536) 2026-02-09T02:18Z 69.9K followers, [----] engagements "Voda idea will be in focus Official disclosure Kumar Mangalam Birla buys Voda idea shares from open market Jan [--] [----] - buys [----] cr shares Feb [--] [-----] - buys [----] cr shares + Emkay upgrade Voda Idea to buy TP raised to Rs [--] from Rs [--] Had discussed potential creeping by promoters in Voda idea in #DStreetChatter few days back with @_prashantnair @Reematendulkar @ShereenBhan https://twitter.com/i/web/status/2020691649912033661 https://twitter.com/i/web/status/2020691649912033661" [X Link](https://x.com/nimeshscnbc/status/2020691649912033661) 2026-02-09T02:50Z 69.9K followers, [----] engagements "UBS on BSE Buy TP Raised to Rs [----] Q3 - Market share gain continues Revenue growth remains strong; profit misses forecasts on higher costs Robust options premium ADTO in Q3FY26 Management remains optimistic that the rise in STT rates will have minimal impact on options volumes consistent with past trends though some effect on futures volumes is expected. Efforts are underway to improve liquidity in longer-dated contracts by boosting market participation. Additionally management foresees eventual market recognition of smart order routings benefits for enhanced price discovery despite current" [X Link](https://x.com/nimeshscnbc/status/2021047476997042489) 2026-02-10T02:24Z 69.9K followers, [----] engagements "CLSA on Ramco Cements Downgrade to U-P TP cut to Rs [---] Believe recent rally on back of cement price increases is unjustified Reported weak 3Q missing on both volume & profitability & at 1% YoY volume growth was much lower than industry while profitability fell Rs250/t (sharper than peers) to Rs634 While monetisation of non-core assets (land) is a positive it is not enough to offset operational weakness See sharp cuts ahead. Kotak Inst Eq on Ramco Cements Sell TP Rs [---] 3Q EBITDA missed estimates on lower volumes and realizations only partially offset by lower costs Co has laid out details of" [X Link](https://x.com/nimeshscnbc/status/2021047633398436262) 2026-02-10T02:24Z 69.9K followers, [----] engagements "Investec on Star Cement Downgrade to sell TP cut to Rs [---] Earnings beat driven by stronger pricing. However mgmt. downward revised their volume guidance for FY26E. Co is looking to expand into North via greenfield expansion; math indicates they wont cover their CoC Planned capacity additions including North total 9MT of GU/6mt clinker with capex of about Rs48b to be largely debt-funded making execution a key monitorable. In addition lower GST is likely to strain STRCEMs cash-flow profile given incentives accounted for c.18% of EBITDA over FY2225 Factoring in capex spike cut target multiple" [X Link](https://x.com/nimeshscnbc/status/2021052927209787767) 2026-02-10T02:45Z 69.9K followers, [----] engagements "HSBC on Kalyan Jewellers Buy TP Rs [---] Strong operating leverage-led beat with adj. EBITDA up 52% yoy; Q4 demand trends remain strong Regional brand to be launched in Q4; debt flat QoQ but on track for FY26 guidance; land sale to conclude by H1FY27 Performance strong but recent volatility leads to lower target multiple CITI on Kalyan Jewellers Buy TP cut to Rs [---] from Rs [---] Revenue grew 42% YoY (4% above Citi est) led by 27% SSSG in India. EBITDA/Adj PAT (adj for custom duty impact in base quarter) grew 52%/72% YoY (17%/20% above Citi est) led by better operating leverage procurement" [X Link](https://x.com/nimeshscnbc/status/2020683676271743150) 2026-02-09T02:18Z 69.9K followers, [----] engagements "Macquarie on Aurobindo Pharma U-P TP Rs [----] 3Q revenue & EBITDA beat estimates by 4% each; however adjusted PAT missed estimate by 3% Revenue beat was driven by strongerthanexpected performances in US ARV (antiretroviral therapy) & Europe businesses which more than offset lowerthanexpected revenues from RoW & API segment EBITDA beat was largely a function of revenue outperformance. CITI on Aurobindo Pharma Sell TP Rs [----] 3Q ahead c4% beat on EBITDA largely driven by favorable currency continued strength in Europe (+11% CC growth YoY) and ARV (+17% CC growth YoY) Cos flagship US generic" [X Link](https://x.com/nimeshscnbc/status/2021048074169352329) 2026-02-10T02:26Z 69.9K followers, [----] engagements "CITI on Apollo Hosp Buy TP Rs [----] 3Q consol revenue/EBITDA at Rs65bn/Rs9.7bn were up 17% and 27% yoy respectively Strong performance was driven by hospitals business which witnessed a 15% yoy revenue growth with EBITDA margin improving 60bps yoy to 24.5% despite greenfield capacities getting added. This was further boosted by a strong HealthCo performance where a 12% yoy reduction in 24/7 costs led to a 210bps margin expansion. Valuations attractive as stock continues to trade below its historical average MS on Apollo Hosp OW TP Rs [----] Consolidated revenue of Rs64.7bn up 17% YoY & in line" [X Link](https://x.com/nimeshscnbc/status/2021407507428802808) 2026-02-11T02:14Z 69.9K followers, [----] engagements "MOSL on Ashok Leyland Buy TP Rs [---] Multiple growth drivers in place for a CV cycle revival Earnings beat on better margins and higher other income AL is likely to emerge as a major beneficiary of a pickup in CV demand Over years AL has effectively reduced its business cyclicality by focusing on non-truck segments. Its continued emphasis on margin expansion and prudent control of capex is likely to help improve returns in the long run. Further a net cash position will enable AL to invest in growth avenues in the coming years INCRED on Ashok Leyland ADD. TP Rs [---] 3Q EPS rose 45% yoy to Rs1.9" [X Link](https://x.com/nimeshscnbc/status/2021772003683053950) 2026-02-12T02:23Z 69.9K followers, [----] engagements "JPM on Voda Idea Downgrade to UW TP Rs [--] Believe stock outperformance is overdone as IDEA still awaits bank funding to drive next leg of the capex cycle which is crucial to arrest subs losses & move to net adds by investing in the network First capex cycle started from 1QFY25 post the Rs180bn fund raise via FPO which resulted in IDEA being able to arrest subs losses to an extent but it was still not able to drive positive net adds Its target of a 3x increase in Cash Ebitda over [--] years looks aggressive as company is baking in market share gains here vs Bharti/Jio of which we are skeptical" [X Link](https://x.com/nimeshscnbc/status/2021777423025709512) 2026-02-12T02:44Z 69.9K followers, [----] engagements "Morgan Stanley Adds Bharti Airtel to APxJ & GEM Focus Lists replacing with Bajaj Finance MS on Bharti Airtel Like for its strong execution & free cash flow generation MS team believe industry repair phase rising ARPUs will continue reaffirmed by recent developments around improving monetization in tariff plans They expect ARPUs to grow by mid-single digits (even without any further tariff support post 2026). Team sees EBITDA rising by high-single to low-double digits for mobile wireless business & 14% for overall India biz Believe India is in a sweet spot in terms of capex cycle. Core India" [X Link](https://x.com/nimeshscnbc/status/2022117134403613186) 2026-02-13T01:14Z 69.9K followers, [----] engagements "Nomura on HAL Buy TP Rs [----] Strong operating performance beats est. LCA delivery is a key catalyst in near term; expect a 23% PAT CAGR over FY25-28F Five LCA Mk1A aircraft ready for delivery; nine more built and flown Despite AMCA hiccups execution visibility remains robust in our view Trades at 21x FY28F EPS Jefferies on HAL Buy TP Rs [----] 40% discount to BEL; execution delay priced in Q3 EBITDA was 5% above estimates as revenue was a 3% beat & margins were flat YoY at 24.3% vs expectations of a [--] bps dip. 9M revenues were up 11% YoY vs management guidance of 8-10% growth Believe delivery" [X Link](https://x.com/nimeshscnbc/status/2022136918557753500) 2026-02-13T02:33Z 69.9K followers, [----] engagements "HSBC on Honasa Reduce TP Rs [---] delivered robust Q3FY26 results with a 30% EBITDA beat and Mamaearth (ME) growth in teens (base still low Raise EBITDA margin estimates on accelerated delivery leading to 7-18% EPS increase in FY26-28e Margin improvement impressive but growth delivery key Jefferies on Honasa Buy TP Rs [---] Reported an even better 3Q with Mamaearth growth in teens and nearly twice that in younger brands. Interestingly this comes alongside margin expansion. Mgmt sounded confident in its outlook for growth & margins. Honasa's journey has been bumpy but co is steadily emerging from" [X Link](https://x.com/nimeshscnbc/status/2022137325371691514) 2026-02-13T02:34Z 69.9K followers, [----] engagements "HSBC on HUL Hold TP Rs [----] Q3 saw 4% underlying volume growth and slight beat on EBITDA; demand trends improving gradually HUL growths guidance for FY27 only mentioned being better than FY26; build 8% vs 4% (adj for demerger) in FY26 FY27e EPS cut by 4% on lower growth and other income Jefferies on HUL Buy. TP Rs [----] HUL mgmt struck a confident tone on its outlook. Importantly mgmt. outlined initiatives focused on speed agility and customisation under Unified India strategy. There is also a push toward portfolio transformation with an intent to take fewer but higher-impact bets. That said" [X Link](https://x.com/nimeshscnbc/status/2022137420490158173) 2026-02-13T02:35Z 69.9K followers, [----] engagements "JPM on Info Edge Upgrade to OW TP Rs [----] Core EV/EBitda multiple has de-rated to 21x/18x 1Y/2Y fwd from 30x/25x two months ago. Indeed core classifieds business ex-Eternal/PB Fintech has corrected 26% in last 2M vs Nifty IT -8% Expect Naukri's billing momentum to gradually improve in FY27 to 13% growth vs 11% in FY26E along with some margin expansion. While IT remains soft now contributes only 28% of Naukri billings while GCCs and non-IT are growing faster. Naukri Jobspeak index does show acceleration on a rolling [--] month basis in Jan26 @CNBCTV18News @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/2022136731349193170) 2026-02-13T02:32Z 69.9K followers, [----] engagements "Jefferies on Muthoot fin Buy TP Rs [----] Q3 PAT grew 98%YoY to Rs27bn vs. Rs23bn est. led by interest income write backs. Standalone AUM grew 51% YoY but missed est. due to lower LTV and QoQ dip in tonnage. Core NIMs fell QoQ; opex/ AUM & credit cost surprised positively. Strong gold prices LTV buffer easing of branch expansion norms should support healthy AUM growth This along with steady NIMs lower opex/ AUM & credit costs should drive 17% EPS CAGR 25%+ ROE over FY26-28e CLSA on Muthoot Fin O-P TP Rs [----] Another strong quarter as 3QFY26 NII/PPOP/PAT beat our estimates by 6%-8%. Loan growth" [X Link](https://x.com/nimeshscnbc/status/2022137042193232261) 2026-02-13T02:33Z 69.9K followers, [----] engagements "HSBC on Hindalco Buy TP Rs [----] Underlying earnings robust and should continue to improve Large net debt increase partly driven by higher working capital in India which should reverse South32 aluminium production cut guidance highlights tight market Jefferies on Hindlco Hold TP Rs [---] Q3 EBITDA even after adjusting for fire incident at Novelis fell 10% QoQ (inline with JEFe). India business EBITDA rose 7% QoQ but was 5% below JEFe primarily led by weaker-than-expected performance of aluminum business Raise FY27-28 EPS by 6% on higher aluminum prices but are concerned on multiple fire" [X Link](https://x.com/nimeshscnbc/status/2022137544758940101) 2026-02-13T02:35Z 69.9K followers, [----] engagements "Jefferies on Indian Hotels Buy TP Rs [---] IHCL clocked DecQ Rev/EBITDA/PAT growth at 12-15% YoY; EBITDA was slight miss on one-off M&A related expenses. Growth was led by both RevPar (+9% YoY) and new biz. Operational/Pipeline room inventory jumped sharply on recent M&A integration. Mgmt expects rev growth to track in low teens in Mar-Q and beyond led by steady high single digit RevPAR & not LFL growth levers MS on Indian Hotels EW TP Rs [---] F3Q26 RevPAR growth of 7% YoY & co is seeing double-digit growth so far in F4Q26. Beyond RevPAR top-line growth will also be driven by management fees new" [X Link](https://x.com/nimeshscnbc/status/2022137641466986552) 2026-02-13T02:35Z 69.9K followers, [----] engagements "Bernstein on Insurance Sector Cheaper insurance with deferred commissions; Near-term pain for long-term gain Like Indian life insurers for their modest growth & supportive valuations O-P - Max Fin SBI Life & HDFC Life as Outperform Market Perform - ICICI Pru Life & LIC O-P - PB Fintech for its dominance in key growth segments within insurance industry (term plans health plans) and its strong market position in online insurance sales channel @CNBCTV18News https://twitter.com/i/web/status/2000756681060589907 https://twitter.com/i/web/status/2000756681060589907" [X Link](https://x.com/nimeshscnbc/status/2000756681060589907) 2025-12-16T02:35Z 69.9K followers, [----] engagements "Kotak Inst Eqt Model portfolio changes Add Aadhar Housing Finance (150 bps) & Dixon Tech (150 bps) Increase weights on INDIGO (50 bps to [---] bps) & MM (100 bps to [---] bps) Remove Torrent Pharmaceuticals (180 bps currently) Reduce weights on Bharti Airtel (150 bps to [---] bps) and RELIANCE (120 bps to [---] bps). @CNBCTV18News @CNBCTV18Live https://twitter.com/i/web/status/2001479274700902849 https://twitter.com/i/web/status/2001479274700902849" [X Link](https://x.com/nimeshscnbc/status/2001479274700902849) 2025-12-18T02:26Z 69.9K followers, [----] engagements "Macquarie on Financials Big changes in Recos Upgrades SBI to O/P from U/P TP Raised to Rs [----] Upgrade Paytm to Neutral from U/P TP Raised to Rs [----] Upgrade HDFC Life to O/P from U/P TP raised to Rs [---] Upgrade SBI Life to O/P from N TP raised to Rs [----] Downgrade Bandhan Bank to U/P from O/P TP cut to Rs [---] Downgrade SBI Cards to U/P from N TP cut to Rs [---] Macquarie on Financials Model 15%+ earnings growth for banks in FY27E on improving margins falling opex and credit costs. Valuations also reasonable. Main view change: PSU banks life insurance. Large PSU banks to deliver sustainable" [X Link](https://x.com/nimeshscnbc/status/2010533061939876049) 2026-01-12T02:03Z 69.9K followers, [----] engagements "CLSA on SBI Cards Upgrade to hold from sell TP Rs [---] Co likely to see gradual improvement in credit costs over the next several quarters as asset quality improves. Hurrah Not quite yet Believe investor focus will now shift to operating profit (PPOP) & there are likely to be PPOP cuts going forward This will be driven by the culmination of multiple factors: modest loan growth NIM pressure and slower fee income. Loan growth remains sluggish for the sector and SBIC is no exception. Unless there are more rate cuts by the RBI NIM is likely to decline from 4QFY26 onwards driven by lower yields." [X Link](https://x.com/nimeshscnbc/status/2011269010328076718) 2026-01-14T02:47Z 69.9K followers, [----] engagements "CITI on AU Small BK Buy TP Rs [----] Earnings surpassed expectations registering 1.6% RoA underpinned by 25bps NIM expansion 9% qoq (33% yoy) fee growth alongside sharp reduction in credit cost to 1.1% (vs 1.7% qoq). This was partially mitigated by 29% yoy/12% qoq spike in opex (incl labor code impact of Rs198mn). Positively credit cost in MFI plunged to a normalized 1.32% vs 7.6% qoq & in digital unsecured improved to 5.64% vs 9.7% qoq (near normalized levels). 22bps reduction in CoFs 190bps LDR expansion CRR cut and liquidity utilization aided NIM expansion with further scope to optimize" [X Link](https://x.com/nimeshscnbc/status/2013795216424345912) 2026-01-21T02:06Z 69.9K followers, [----] engagements "HSBC on SBI Life Buy TP Rs [----] 3QFY26: Robust VNB growth driven by broad-based APE growth across key channels and favourable product mix Its strong execution progress and CAGR of 18% in EV over 2026-28e raise a case of valuation premium to peers Raise VNB by 1-2% over FY2026-28e Bernstein on SBI Life O-P TP Rs [----] Q3 is a seasonally important quarter for SBI Life and they reported healthy set of numbers. New sales grew 24% YoY in Q3. Margins stood at 26.6% (27.9% QoQ 26.9% YoY) for Q3 baking in a GST impact. It continued to guide towards 150bps gross impact on margins for FY27 with better" [X Link](https://x.com/nimeshscnbc/status/2016699729439248852) 2026-01-29T02:27Z 69.9K followers, [----] engagements "Chirs Wood Jefferies Make some more adjustments in GREED & fear long-only equity portfolios Investment in MakeMyTrip in both global & international long-only portfolios will be removed & replaced by an investment in the mining company Anglo American Investment in ICICI Bank in international long-only portfolio will also be removed and replaced by an investment in Samsung Life Insurance As for Asia ex-Japan long-only equity portfolio Investment in ICICI Bank will be removed & replaced by an investment in Eternal (Zomato) Investment in Chinas Zijin Mining will be introduced with a 4% weighting" [X Link](https://x.com/nimeshscnbc/status/2018873677375570089) 2026-02-04T02:26Z 69.9K followers, [----] engagements "MS on Tata Steel OW TP Rs [---] Standalone EBITDA of Rs77bn missed MSe by 3% driven by lower realizations. Consolidated EBITDA of Rs82bn beat MSe by 5% Adjusted consolidated PAT was Rs28.3bn (MSe Rs20.4bn) Net debt declined QoQ from Rs870bn to Rs818bn Cost savings: Achieved 93% of F9M plan (Rs86bn vs. Rs115bn F2026 target). Policy: CBAM and the Steel Action Plan will lift EU prices materially in [----]. In UK management continues to engage with the government to secure quotas. JPM on Tata Steel OW TP Rs [---] Co well positioned to deliver multi-quarter EBITDA expansion as steel prices trend higher" [X Link](https://x.com/nimeshscnbc/status/2020683442292416971) 2026-02-09T02:17Z 69.9K followers, [----] engagements "CLSA on MRF O-P TP Rs [------] Ebitda margin came in 17.2% 66bps above estimate as GM increased by 155bps QoQ led by a softening raw material basket Believe MRF will be able to sustain this gross margin for at least another couple of quarters on back of favourable raw material basket costs Revenue growth of 15% YoY was similar to industry peer APTY driven by robust demand across the OEM and replacement segments. CLSA on Kaynes Upgrade to O-P TP cut to Rs [----] Upgrade after a sharp correction past three months However execution on growth in EMS business commissioning / ramp-up of new projects" [X Link](https://x.com/nimeshscnbc/status/2020685442958667853) 2026-02-09T02:25Z 69.9K followers, [----] engagements "UBS on BSE Buy TP Raised to Rs [----] Q3 - Market share gain continues Revenue growth remains strong; profit misses forecasts on higher costs Robust options premium ADTO in Q3FY26 Management remains optimistic that the rise in STT rates will have minimal impact on options volumes consistent with past trends though some effect on futures volumes is expected. Efforts are underway to improve liquidity in longer-dated contracts by boosting market participation. Additionally management foresees eventual market recognition of smart order routings benefits for enhanced price discovery despite current" [X Link](https://x.com/nimeshscnbc/status/2021046539435790406) 2026-02-10T02:20Z 69.9K followers, [----] engagements "GS on Neuland Labs Buy TP Rs [-----] 3Q26 below: GDS weaker strong beat at CMS Expect Cos topline to accelerate by c.27.5% CAGR over FY26-28E driven by 1) Monetisation of expanded Unit III for higher supplies of Bempedoic acid on increased production 2) Ramp up in Cobenfy and Qelbree (which was launched in tail of Q3); 3) Launch/approvals of newer niche molecules in Specialty API segment. Accordingly expect co to deliver a high-teens EBITDA CAGR over FY24-28E primarily driven by its more profitable CMS/Specialty API mix. @CNBCTV18News @ekta_batra" [X Link](https://x.com/nimeshscnbc/status/2021048280357142785) 2026-02-10T02:27Z 69.9K followers, [----] engagements "HSBC on Escorts Hold TP Rs [----] Tractor performance to remain strong in 1HCY26 while 2H will depend on severity of El Nio impact on monsoon Anticipated benefits from Escorts-Kubota combination postponed to FY30 due to delays in greenfield project Management expects a 6% domestic tractor industry volume CAGR over the next 4-5 years. However any reduction in state government subsidies could compromise this growth outlook CLSA on Escorts O-P TP Rs [----] 3Q Ebitda higher than estimate with Ebitda margin at 13.5% (up 37bps QoQ) led by operating leverage and a rich product mix. However EKL mentioned" [X Link](https://x.com/nimeshscnbc/status/2021407723238326610) 2026-02-11T02:15Z 69.9K followers, [----] engagements "HSBC on Eicher M Buy TP Rs [----] Strong operating performance in 3Q; co reiterated its preference of volume growth over margin expansion Royal Enfield to increase annual capacity to 2mn units in phased manner by FY28 up from current 1.2mn units Better than industry growth trajectory justifies premium valuation Management expects demand to maintain momentum but also expects some margin headwinds from commodity cost inflation CLSA on Eicher M O-P TP Rs [----] Sandalone Ebitda margin came in at 26.6% (up 167bps QoQ) almost 200bps above estimate as its gross margin improved 94bps QoQ This was led by" [X Link](https://x.com/nimeshscnbc/status/2021407833334612117) 2026-02-11T02:15Z 69.9K followers, [----] engagements "Jefferies on Grasim Buy TP Rs [----] Q3 beat with standal EBITDA at Rs4.8bn (+77% YoY) vs JEFe of Rs4.3bn. Beat was on better VSF and Textile segment perf. VSF EBITDA was higher 48% YoY while Chemicals Segment EBITDA slipped 4% YoY (below est). Paint segment rev was at estimated Rs12.2bn (in line) vs Rs10.8-11bn QoQ with new biz (Paint+B2B) EBITDA loss at Rs3.14bn (largely in line) vs Rs3.18bn QoQ. B2B Ecom rev runrate ahead of guidance at Rs85bn @CNBCTV18News https://twitter.com/i/web/status/2021408052705136961 https://twitter.com/i/web/status/2021408052705136961" [X Link](https://x.com/nimeshscnbc/status/2021408052705136961) 2026-02-11T02:16Z 69.9K followers, [----] engagements "MSCI Rejig MSCI STANDARD INDEX Inclusions AB Cap: Likely inflows at $257 m L&T Fin: Likely inflows at $238 m Exclusion IRCTC: Likely outflows at $142 m MSCI SMALL CAP INDEX Inclusions Premier Energies; NSDL; Emcure JSW Cement; Ashapura Mine Canara HSBC Life; Thyrocare Exclusions Gokaldas; Sterlite Tech KNR; J kr Infra; VRL Logistics Ashoka Buildcon; Anup Engineering Chemplast Sanmar; Websol Energy Kaveri Seed; Zaggle; Symphony @CNBCTV18News @CNBCTV18Live https://twitter.com/i/web/status/2021421729227341846 https://twitter.com/i/web/status/2021421729227341846" [X Link](https://x.com/nimeshscnbc/status/2021421729227341846) 2026-02-11T03:11Z 69.9K followers, [----] engagements "CLSA on Hindalco O-P TP Rs [----] Stock may be affected in near term due to weak one-off driven Novelis results Expect adj. Ebitda/t to expand in 4Q & beyond (3Q: US$430) on no tariff impact spread expansion and cost savings. However reported Ebitda/ PAT would be weighed down for at least another couple of quarters due to one-off Oswego fire impact Delayed insurance recovery and ongoing capex would necessitate another US$200m equity infusion from parent while a rise in working capital would also impact FCF HSBC on Hindalco Buy TP Rs [----] Oswego Fires dent an otherwise strong operating" [X Link](https://x.com/nimeshscnbc/status/2021771461304930766) 2026-02-12T02:20Z 69.9K followers, [----] engagements "Nomura on Lupin Buy TP Rs [----] Acquired VISUfarma a portfolio co of global healthcare specialist investor GHO Capital for an enterprise value of EUR190mn. VISUfarma is a specialty ophthalmology company based in Europe Co expects a turnover of EUR54mn in CY25E with 30% EBITDA margin post integration implying EV/sales of 3.5x and EV/EBITDA of 11.7x based on CY2025 co est. Acquisition shall be funded through existing cash on the balance sheet. Lupin expects the acquisition to be completed by end-2025E. @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1972853984533631245) 2025-09-30T02:40Z 69.9K followers, [----] engagements "JPM on DR Reddys UW TP Rs [----] Co received a Complete Response Letter (CRL) from USFDA for its biosimilar Denosumab developed by Alvotech following a facility inspection While this regulatory setback does not impact near-term earnings it delays Dr. Reddys entry into the US biosimilars market & opportunity to build commercial experience ahead of its key pipeline assets such as Abatacept which accounts for 10% of our FY28 earnings estimates Notably this is not first regulatory setback for Dr. Reddys biosimilar portfolio as co also received a CRL for its biosimilar Rituximab in April 2024" [X Link](https://x.com/nimeshscnbc/status/2006917170505331187) 2026-01-02T02:35Z 69.9K followers, [----] engagements "CITI on DR Reddys Sell TP Rs [----] 3Q numbers were ahead of expectations as gRevlimid continued to contribute meaningfully (c.U$90m+ in our view) which management expects to come down completely in the coming quarter. Non-US markets reported solid numbers (partly on currency) & company was also upbeat on outlook though management commentary on expenses (YoY growth in SG&A in FY27E and 78% spend on R&D) may weigh on consensus estimates. Commentary was mixed on Semaconfident on a launch in Feb-May in Canada but prices may not remain healthy beyond initial launch period. CLSA on DR Reddys Upgrade" [X Link](https://x.com/nimeshscnbc/status/2014165550579196369) 2026-01-22T02:37Z 69.9K followers, [----] engagements "Brokerages on Adani Green Jefferies on Adani Green Buy TP cut to Rs [----] Dec Qtr EBITDA 21% lower than expectations as curtailment of solar power & lower utilisation in wind impacted generation Lower FY26E EBITDA by 7% & FY27E-28E by 1-2%. Absolute EBITDA rose 19% YoY driven by 35% YoY generation growth. Capacity addition was [---] MW in Dec Qtr and [--] GW in 9MFY26. Managements [--] GW addition target in FY26E leaves scope for surprise to estimates of [---] GW. Bernstein on Adani Green U-P TP Rs [---] Execution continued at record pace adding [---] GW in Q3 and [--] GW in first [--] months. However pain from" [X Link](https://x.com/nimeshscnbc/status/2015966902800285913) 2026-01-27T01:55Z 69.9K followers, [----] engagements "Nomura on GE Vernova Buy TP Rs [----] All-round performance drives 41% beat on earnings est. Margin guidance lifted; buoyant demand outlook Trades at 40x FY28F earnings Raise FY28 EPS by 9% to factor in faster ramp-up in HVDC project execution & slower than expected pricing power dilution. @CNBCTV18Live https://twitter.com/i/web/status/2016699915741909291 https://twitter.com/i/web/status/2016699915741909291" [X Link](https://x.com/nimeshscnbc/status/2016699915741909291) 2026-01-29T02:28Z 69.9K followers, [----] engagements "Jefferies on SBI Cards Hold TP Rs [---] Q3 core PAT rose 37% YoY to Rs [---] bn 5% ahead of JEFe on lower provn. Net slippages fell QoQ & credit cost surprised positively but receivable & fee income growth disappointed. Stress is abating & expect credit cost to decline over FY26-28e. However falling spends to receivables conversion efforts to de-risk portfolio should weigh on receivables growth and revolver mix which would dampen earnings. HSBC on SBI Cards Downgrade to reduce TP cut to Rs [---] SBICARDs extreme risk aversion is likely to lead to persistent pressure on its AUM growth and" [X Link](https://x.com/nimeshscnbc/status/2016700259041153114) 2026-01-29T02:29Z 69.9K followers, [----] engagements "Nomura on Tata M CV Buy TP Rs [---] Q3 ASPs miss on adverse mix Price hikes should cover costs; strong growth outlook Key risks 1) in case economic recovery is slower freight rates could decline due to higher supply 2) IVECO turning FCF-negative. Nomura on BKT Neutral TP Rs [----] Demand recovery to be gradual 3Q ahead of est; Macro challenges remain key risk to a potential demand recovery Valuation in fair value zone at 14x FY27F EV/EBITDA @CNBCTV18Live @sudarshankr https://twitter.com/i/web/status/2017064167010947138 https://twitter.com/i/web/status/2017064167010947138" [X Link](https://x.com/nimeshscnbc/status/2017064167010947138) 2026-01-30T02:35Z 69.9K followers, [----] engagements "CLSA on Bharti Airtel O-P TP Rs [----] 3Q consolidated revenue/Ebitda of Rs540bn/Rs308bn were up 4% QoQ/20-25% YoY. India revenue/Ebitda growth of 1-2% QoQ/14-21% YoY was in line while Africa was a positive surprise. India mobile revenue/Ebitda were up 2% QoQ/9-12% YoY. Bharti gained 5.2m QoQ/21m YoY 4G/5G data subs and Arpu of Rs259 up 1% QoQ/5% YoY was 21% higher than Reliance Jios. Bhartis 9MFY26 consol. free cashflow was high at Rs478bn/US$5.5bn after leases and capex of Rs315bn/US$3.6bn and gearing was low at 1x Jefferies on Bharti Airtel Buy TP Rs [----] Q3 broadly in line with subscriber" [X Link](https://x.com/nimeshscnbc/status/2019599611162476588) 2026-02-06T02:30Z 69.9K followers, [----] engagements "CITI on Aurobindo Pharma Sell TP Rs [----] USFDA has concluded inspection at Cos Eugia III injectable facility with [--] observations As per co observations are procedural in nature & will be responded within stipulated time Facility is currently classified as OAI (Official Action Indicated) since May [----] & its resolution is crucial for growth of generic injectable business Though yet to access Form [---] letter number of observations appear concerning & any adverse finding may further delay resolution @CNBCTV18News @ekta_batra https://twitter.com/i/web/status/2020685361543004634" [X Link](https://x.com/nimeshscnbc/status/2020685361543004634) 2026-02-09T02:25Z 69.9K followers, [----] engagements "UBS on Bosch Sell TP Rs [-----] Muted show in Q3 Q3 Non-mobility segment dampens overall revenue growth Key earnings call takeaways 1) Co plans on bringing e-axles for electric vehicles as a part of its portfolio and is in discussions with several OEMs; 2) Management expects robust LCV and HCV demand to remain strong going forward; [--] ) Cos current dealer network stands at [----] with c.25K retail touch points present across [----] cities in India; 4) Bosch continues to face challenges in its power tools division affected by intense price pressure stemming from Chinese competition @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/2021049004541477030) 2026-02-10T02:30Z 69.9K followers, [----] engagements "UBS on Bosch Sell TP Rs [-----] Muted show in Q3 Q3 Non-mobility segment dampens overall revenue growth Key earnings call takeaways 1) Co plans on bringing e-axles for electric vehicles as a part of its portfolio and is in discussions with several OEMs; 2) Management expects robust LCV and HCV demand to remain strong going forward; [--] ) Cos current dealer network stands at [----] with c.25K retail touch points present across [----] cities in India; 4) Bosch continues to face challenges in its power tools division affected by intense price pressure stemming from Chinese competition @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/2021049006475051239) 2026-02-10T02:30Z 69.9K followers, [----] engagements "@CNBCTV18News #DStreetChatter Confirmation Indus Towers Promoter Bharti Airtel Buys Additional [--] Lk Shares Bharti Airtel Has Bought [-----] Lk Shrs From Feb 5-10 @_prashantnair @Reematendulkar @Nigel__DSouza @CNBCTV18News @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/2022228879944155583) 2026-02-13T08:38Z 69.9K followers, [---] engagements "@CNBCTV18News Another #Dstreechatter Confirmation Kotak Mahindra Bank Big block deal tomorrow SMBC to exit by selling 1.65% stake Floor price at Rs [----] 4.1% discount Block size at Rs [----] crore @ShereenBhan @_prashantnair @Nigel__DSouza @Reematendulkar @SurabhiUpadhyay @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1965381872634188070) 2025-09-09T11:48Z 69.3K followers, [----] engagements "Nomura on Cummins Buy TP Rs [----] Cost efficiencies being ingrained in growth ethos Raise FY27-28F EBITDA by 2% Est. 18% PAT CAGR over FY25-28F with RoE of 33% BESS to further bolster value proposition of KKCs product offerings Buoyant demand outlook; expectation of private capex revival led by GST cuts @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1965604379379335492) 2025-09-10T02:32Z 69.3K followers, [----] engagements "JPM on Industrials & Electric Indias capex growth is now bottoming out at 10% after posting a strong 18-20% growth in years post Covid Deceleration in growth is due to a slowdown in government capex & due to heightened caution in private sector While high growth (20%+) seen post COVID-19 is unlikely anytime soon believe 10-11% growth in capex is very much achievable & sustainable Prefer industrial names with stronger tailwinds & optionality (CG Power) strong & diversified end markets (Cummins India) & possibility of an uptick in margins (Thermax) Initiate Neutral on ABB India TP Rs 5639" [X Link](https://x.com/nimeshscnbc/status/1965604506403831915) 2025-09-10T02:33Z 69.2K followers, [----] engagements "CLSA on L&T O-P TP Rs [----] Conf feedback Optimistic on meeting its guidance in FY26 as it had a good start with 1Q E&C orders up [--] %YoY PAT up 31% YoY and 230bps YoY ROE expansion Capex cycle has begun well for L&T with govt doubling capex over FY19-24 and L&T winning large projects. Now L&T is operating on a different plane as a global EPC company with far bigger target market (+64% YTD) to pick-and-choose orders helping its medium-term margin. A big opportunity for FY26 is spread across 12-15 large US$1bn+ projects in the Middle Eastern (ME) & India and margin expansion guidance should" [X Link](https://x.com/nimeshscnbc/status/1965604736364929270) 2025-09-10T02:34Z 69.3K followers, [----] engagements "HSBC on Aster DM Buy TP Rs [---] Proposed merger of Aster with QCIL on track to close by 4QFY26; both entities focusing on operational ramp-up QCIL focusing on talent technology and infrastructure (TTI) to drive operational efficiency and higher profitability Sustained growth in Kerala & Bengaluru markets key amid rising competition @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1965604986810954118) 2025-09-10T02:35Z 69.2K followers, [----] engagements "MS on Life Insurance Individual new SA growth was stronger than individual APE across most large private players. SBI Life posted strong 73% YoY growth due to sustained strength in new retail protection products launched at the end of F2Q25. HDFC Life's individual new SA growth was 13% YoY while IPRU Life reported a 5% decline" [X Link](https://x.com/nimeshscnbc/status/1965605144873288025) 2025-09-10T02:36Z 69.4K followers, [----] engagements "MS on Titagarh OW TP Rs [----] Large tender for passenger business worth Rs210bn CO remains well placed to tap this opportunity given benign competitive environment (current key players include Titagarh Alstom BEML) large capacity strong engineering capabilities & technology support @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1965605277564371200) 2025-09-10T02:36Z 69.3K followers, [----] engagements "#Dstreechatter Tega Industries ; Co Apollo to Acquire 100% Stake in Molycop for USD [----] Bn Upfront cash + contingent USD [---] Mn over [--] months. Molycop: Leading global supplier of grinding media with presence in 40+ countries; FY24 revenue USD [----] Mn (13544 Cr). Acquisition expected to close by 31st Dec [----] subject to approvals" [X Link](https://x.com/nimeshscnbc/status/1965760816160108945) 2025-09-10T12:54Z 69.2K followers, [---] engagements "@CNBCTV18News #DStreetChatter - Healthcare Global Healthcare Glob. Ent. Ltd ACESO PTE (CVC) Sold 79.4L sh @ Rs [---] Buyers AXIS MF MORGAN STANLEY ASIA PTE NIPPON INDIA MF & PLUTUS WEALTH @_prashantnair @Nigel__DSouza @Reematendulkar @CNBCTV18News @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1965935472867422482) 2025-09-11T00:28Z 69.2K followers, [---] engagements "Kotak Inst Eqt on Trent Reduce TP cut to Rs [----] from Rs [----] GST cuts positively impact a relatively small portion of Trents sales & may have a limited impact on the near-term revenue growth. Trent however continues to add more stores in existing cities indicating that SSSG of existing stores may remain under pressure in near term. Operating margin may however hold up as co continues to realize benefits from firm-wide RFID implementation resulting in superior employee cost efficiency Trim FY2026-28E EPS by 3-7% @blitzkreigm" [X Link](https://x.com/nimeshscnbc/status/1965964964532760717) 2025-09-11T02:25Z 69.2K followers, [----] engagements "CLSA on TCS O-P TP Rs [----] Conf takeaways While broader demand commentary remains unchanged versus 1QFY26 management sounded upbeat around revenue opportunity from AI. They said overall IT budgets are likely to expand due to AI providing a net revenue positive effect for TCS. With recent share buyback proposal at INFY think there could be incrementally more pressure at TCS to undertake a share buyback as a confidence building measure amid an overall weak demand environment. TCSs last share buyback concluded in Dec [----] & instead of paying huge special dividend during 3QFY26 believe it may do" [X Link](https://x.com/nimeshscnbc/status/1965965356138475746) 2025-09-11T02:27Z 69.2K followers, [----] engagements "Nomura on GAIL Buy TP Rs [---] Tariff hike might give a one-time boost Integrated tariff hike above 20% could be a positive surprise Petchem segment could recover from FY27F onwards GAIL has submitted a request to PNGRB for a tariff increase of 33% to INR78/mmbtu mainly on account of i) higher cost of substitute gas consumed by compressors in pipeline operations as Administered Price Mechanism (APM) gas allocation has been progressively curtailed to zero; ii) the capacity determination of GAILs integrated pipeline by the PNGRB has come out lower than the regulators previous estimate Expect" [X Link](https://x.com/nimeshscnbc/status/1965965466905850100) 2025-09-11T02:27Z 69.3K followers, [----] engagements "HSBC In Agro Inputs Sector is regaining health as industry dynamics turn favourable. Outlook by Ag majors appears encouraging 1H2025 performance by major China companies also indicates a bottoming out as revenues grow and inventories reduce Rising fertilisers prices and high interest rates keeps us prudently watchful amid a sector recovery UPL BUY TP Rs [---] @sonalbhutra" [X Link](https://x.com/nimeshscnbc/status/1965965560627474796) 2025-09-11T02:28Z 69.2K followers, [----] engagements "Macquarie on Adani Ports O-P TP Raised to Rs [----] from Rs [----] ADSEZ is well positioned to capitalise on India's long-term trade potential given its strategic presence and integration of logistics offerings. Resilience is supported by a diversified port and cargo mix; international volumes and logistics ramp-up would further drive growth. Build in 20%/16% Revenue/EBITDA CAGR over FY25-28E driven by 50%+ CAGR in logistics segment & additions to international portfolio. Raise FY27E/28E EPS by 11.7%/20.0% led by stronger growth in logistics segment & ramp-up of international capacities" [X Link](https://x.com/nimeshscnbc/status/1965965719830679625) 2025-09-11T02:28Z 69.4K followers, [----] engagements "Jefferies on Adani Ports Buy TP Rs [----] Management meet takeaways Management guides for [--] bnt cargo volume by [----] led by domestic ports and international expansion. Focus on absolute EBITDA growth vs. volume growth alone was reiterated led by margin expansion and integrated logistics. Management remains confident of achieving 14-19% YoY EBITDA growth in FY26E and 12-14% YoY volume growth. USA tariffs have had limited impact on port volumes as per management. Capital allocation focus remains @CNBCTV18News @VivekIyer72" [X Link](https://x.com/nimeshscnbc/status/1965965812847816722) 2025-09-11T02:29Z 69.4K followers, [----] engagements "Cantor on Adani Energy Solutions Assume O-P TP Rs [----] AESL continues to grow across regulated & contracted transmission increasing revenue from smart-meter annuities & enhancing distribution efficiency This growth is supported by a transmission pipeline under development worth Rs [------] billion & a near-term tender pipeline of approximately Rs [---] billion From F2Q26 onward revenue is expected to better reflect assets commissioned through F1Q26 as full-quarter earnings start to flow @CNBCTV18News @VivekIyer72" [X Link](https://x.com/nimeshscnbc/status/1965965915473760481) 2025-09-11T02:29Z 69.3K followers, [----] engagements "Avendus on SBFC Fin Upgrade to BUY TP Rs [---] Expect 25p.c loan & earnings CAGR over FY2529 led by selective network expansion gradual uptick in ticket sizes Opex-to-assets is expected to decline to 3.1p.c by FY29 led by front-loaded franchise investments & productivity gains Strong pricing power in MSME lending rising gold loan yields & a lower cost of funds should lift spreads to 8.8p.c in near term @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1965969362650591357) 2025-09-11T02:43Z 69.2K followers, [----] engagements "CITI on Autos Continue to prefer Indian PV OEMs over CVs & 2Ws with Maruti being top pick. Believe that GST rate cuts along with late impact of income tax revision and lower interest rates create an environment where broader industry growth could potentially be better than prevailing estimates Base is weaker for PVs vs 2Ws Maruti: TP raised to Rs [-----] M&M: TP raised to Rs [----] Hyundai: TP raised to Rs [----] @sudarshankr @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1966326853628735892) 2025-09-12T02:23Z 69.2K followers, [----] engagements "Jefferies on Capital Markets There is immense speculation around extension of expiry for key index derivatives from weekly to fortnightly/ monthly & with/ without same-day expiry While neither is confirmed by SEBI/exchanges run scenarios for BSE & Nuvama These can drive 20-50% cuts to FY27e EPS for BSE and 15-25% for Nuvama With 15% price fall since 9-Jul shift to fortnightly & separate-settlement seems priced in. SEBI's board meeting on 12-Sep will be watched keenly @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1966327024542429412) 2025-09-12T02:24Z 69.2K followers, [----] engagements "MS on Infosys EW TP Rs [----] Board approves share buyback of Rs180bn In absolute terms this is largest-ever buyback announcement by Infosys & came in higher than initial estimates of Rs100-140bn. While timelines will be released in due course based on historical experience think it could take 3-4 months to fully execute Given current timing (amid heightened macro uncertainty around tariffs etc) see this as a vote of confidence on stability in F26 guidance in upcoming results @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1966327236837126545) 2025-09-12T02:25Z 69.4K followers, [----] engagements "HSBC on Paints Demand remains mixed but dealers are hopeful of a festive recovery; push on economy segment continues Market checks also indicate that dealer rebates are similar across brands even as other dealer incentives are variable Premium and Luxury emulsions businesses could recover APNT is geared to urban recovery of these two segments @blitzkreigm" [X Link](https://x.com/nimeshscnbc/status/1966327474972930435) 2025-09-12T02:26Z 69.2K followers, [----] engagements "JP Morgan on Pipe Cos Initiate OW on Astral TP Rs [----] Initiate OW on Supreme Ind TP Rs [----] See Sector approaching a demand recovery inflection point Forecast demand turning around in 2Q & a 2H margin recovery SEE prospect of 17-18 % EPS growth over next [--] years with PVC prices as key risk" [X Link](https://x.com/nimeshscnbc/status/1966349867464405152) 2025-09-12T03:55Z 69.2K followers, [---] engagements "GS on Havells Buy TP Rs [----] See Co well-placed for growth revival over next few years While Q2 will be disrupted by GST implementation uncertainty would see any share price weakness as opportunity to build on positions in stock While shares have not corrected much believe earnings growth revival can drive up multiples & lead val higher @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1967407855570739360) 2025-09-15T01:59Z 69.3K followers, [----] engagements "UBS on LTmindtree Initiate Neutral TP Rs [----] While like Cos recent healthy deal wins & strong positioning for upcoming GenAI cycle are also concerned about its growth underperformance to mid-cap peers its ability to achieve margin targets and high client concentration risk Also wrestle with whether LTIM should be considered a mid cap or a large cap as it has characteristics of both & market cap is currently c16% above Tech Mahindra's Valuations also straddle two categories (28x vs large caps at 20-22x and mid-caps at 30-40x). @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1967408510439927993) 2025-09-15T02:01Z 69.3K followers, [----] engagements "UBS on Mhpasis Initiate Buy TP Rs [----] Like largely due to potential recovery in revenue growth in near term which is not entirely priced in. Headwinds from a large customer (DXC) subsidiary (Digital Risk DR) & vertical-specific issues have largely eased Expect revenue growth should accelerate (UBS FY25-28E CAGR of 10% vs 2% in FY22-25) Current valuations although at a premium to three-year average price in a 7-8% revenue CAGR over FY25-30 vs est. of 11% for that period. @Reematendulkar @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1967408513459900613) 2025-09-15T02:01Z 69.3K followers, [----] engagements "DAM Cap on Northern Arc Initiate Buy TP Rs [---] Stock trading at an attractive valuation of 0.9x on FY27e book & 6.8x on FY27e earnings Increasing share of direct to customer lending coupled with easing interest rate environment would ensure margin expansion. In addition to this fund management & placement business would enhance fee income going ahead and thereby RoAs could enhance further Expect asset quality headwinds (particularly MFI) to also abate from 2H of FY26 and expect a normalcy from FY27 onwards. Culmination of all these factors will ensure healthy improvement in earnings & thereby" [X Link](https://x.com/nimeshscnbc/status/1967409140780978205) 2025-09-15T02:04Z 69.3K followers, [----] engagements "Upgrade on Autos HSBC Led by GST-driven price cuts factor in 200-300bp higher CAGR over next 4-5 years Maruti BUY TP raised to Rs [-----] Hyundai Buy TP Raised to Rs [----] TVS BUY TP Raised to Rs [----] M&M Buy TP Raised to Rs [----] Ather Buy TP Raised to Rs [---] Incred on Autos Upgrade Apollo Tyres Escorts Kubota & M&M to ADD & Tata Motors to HOLD Nomura on Autos Prefer MM Hyundai TVS & AL @sudarshankr @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1967417949515550814) 2025-09-15T02:39Z 69.3K followers, [----] engagements "Jefferies on Pharma key takeaways for US Gx for month are 1) Cipla continues to gain market share (ms) in Albuterol maintains ms in hydrocortisone injectable & lanreotide 2) Sun maintains double-digit YoY growth in Ilumya and Cequa 3) Dr. Reddy's loses share in gVascepa and gCiprodex 4) MS in gRevlimid largely stable 5) Generics enter gEntresto with Alkem having the highest ms. @ekta_batra @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1967773124457529816) 2025-09-16T02:10Z 69.4K followers, [----] engagements "@CNBCTV18News #DStreetChatter Confirmation Gujarat Fluorochemicals Promoter entity to sell 13l shares Floor price Rs 3500/sh Deal Size $51.7m Lock up - [--] days @_prashantnair @Reematendulkar @SurabhiUpadhyay @CNBCTV18News @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1967979038271852839) 2025-09-16T15:49Z 69.3K followers, [----] engagements "Nomura on Prestige Estates Initiate Buy TP Rs [----] Doing all things right: Transforming into a pan-India player while building a solid annuity-plus-hotel portfolio Expect FY26F pre-sales at INR290bn (+70% y-y vs guidance at INR260bn) with upside risks Superior execution capability should help scale up cos annuity & hotel EBITDA by 4-5x over next 4-5 years Expect net debt/equity to remain stable Downside risks: a slowdown in the Bangalore real estate (RE) market or weaker-than-expected leasing of annuity assets. @sonalbhutra @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1968131696525533365) 2025-09-17T01:55Z 69.4K followers, [----] engagements "UBS on Avenue Supermart Buy TP raised to Rs [----] Remain bullish 1) Growth set to accelerate 2) Strengthening its own ecommerce 3) Winning business model 4) Large structural growth opportunity Think multiples could even expand if DMart sustains revenue growth above 20% @blitzkreigm @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1968498172260684082) 2025-09-18T02:11Z 69.3K followers, [----] engagements "UBS on Avenue Supermart Buy TP raised to Rs [----] Remain bullish 1) Growth set to accelerate 2) Strengthening its own ecommerce 3) Winning business model 4) Large structural growth opportunity Think multiples could even expand if DMart sustains revenue growth above 20% @blitzkreigm @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1968498214178574800) 2025-09-18T02:12Z 69.3K followers, [----] engagements "CITI on Sun Pharma Buy TP Rs 2180; add to Pan Asia Focus list Forecast revenues for SUNs innovation business rising to $3.2bn /c31% of total in FY30E (vs US$1.2bn / c20% of total in FY25) backed by a) comprehensive formulary coverage (Leqselvi); b) clear edge in clinical profile especially in safety (Leqselvi & Unloxcyt); c) Ilumyas potential approval in PsA & its expansion in US Medicare market where PsA is as big as PsO & Ilumya is only covered IL-inhibitor in part B FY27/28E EPS are c10/18% ahead of consensus Valuations have corrected to undemanding levels of c0.8sd above mean following" [X Link](https://x.com/nimeshscnbc/status/1968498332562551042) 2025-09-18T02:12Z 69.4K followers, [----] engagements "MS on Yes BK UW TP Rs [--] SMBC completes initial acquisition of 20% stake in Yes Bank Signed a definitive agreement to acquire an additional 4.2% stake from CA Basque Investments (Carlyle) Near-term maintain UW given view of a gradual recovery in profitability @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1968498962199154811) 2025-09-18T02:15Z 69.4K followers, [----] engagements "Nomura on Oil & Gas Crude oil prices fall on rising OPEC+ supplies INR depreciation may impact margins for OMCs and CGDs Sharp drop in benchmark Singapore GRM may not impact India refiners much For OMCs fuel marketing margins have come off from record highs in 1QFY26 & remain healthy at above Rs 6/liter Buy on all three OMCs (HPCL IN BPCL IN and IOCL IN) and expect BPCL to be best placed Believe lower LNG prices will be positive for PLNG & Gujarat Gas GAIL & CGD peers such as MGL & IGL should also benefit from lower LNG prices @sonalbhutra @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1968499170035351730) 2025-09-18T02:15Z 69.3K followers, [----] engagements "Nuvama on Saregama Buy TP Rs [---] Management meet Key insights i) SIL to invest Rs7bn in new music content over next two years targeting a 2530% share in incremental music content ii) Investments to only have a fourfive year payback & 26% IRR using predictive AI model & decentralised decision-making iii) Music to expand at a 2023% CAGR while Live events to grow at a 2530% CAGR Indian paid music subscription is currently 8mn (1% penetration) and underpenetrated compared with the global landscape. As free streaming consolidates remaining platforms are likely to accelerate paid subscriber growth" [X Link](https://x.com/nimeshscnbc/status/1968499264537116884) 2025-09-18T02:16Z 69.3K followers, [----] engagements "Emkay on Minda Corp Initiate Buy TP Rs [---] A 'Spark' for structural outperformance MDAs vision of becoming a leader in automotive solutions its accelerated R&D spends (4.3% in FY25 vs 10Y average of 1.6%) & its market acumen have helped deliver a strong performance @CNBCTV18News @sudarshankr" [X Link](https://x.com/nimeshscnbc/status/1968499337929081067) 2025-09-18T02:16Z 69.3K followers, [----] engagements "Jefferies on JSW Energy Buy TP Rs [---] Management is confident of achieving 4.4-4.9 GW capacity addition in FY26E which compares to our assumption of [---] GW. Strategy [---] is spearheading its FY25-30E journey of 2.8x rise in capacity to [--] GW and is expected to drive 4x+ jump in reported FY25 EBITDA by FY30E. Despite near term concerns power demand should normalise to 6% CAGR over FY27E-30E Believe JSWE should deliver 42% EBITDA CAGR over FY25-28E" [X Link](https://x.com/nimeshscnbc/status/1968864928447742085) 2025-09-19T02:29Z 69.4K followers, [----] engagements "Jefferies on Adani Green Buy TP Rs [----] Management reinforced confidence in its journey to raise capacity 3.5x from [--] GW in FY25 to [--] GW by [----]. Improving net debt:ebitda trends also remain underway Estimate [---] GW addition in FY26E and [---] GW in FY27E. Guidance of [--] GW addition in FY26E was reiterated which gives upside scope to estimates if achieved Valuations are at a 63% discount to their Jan. [----] peak 1-yr forward EV/EBITDA which creates room for upside on execution @VivekIyer72 @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1968865353166881008) 2025-09-19T02:30Z 69.4K followers, [----] engagements "Special programming start at [---] am only on @CNBCTV18News @CNBCTV18Live New GST regime rolls out Festive period kicks off H1B rule Change unsettles IT JP Morgans Investor conference begins Network18s Reforms Reloaded dialogue with key policy makers starts today Packed Day Super Charged shows @ShereenBhan @_prashantnair @Reematendulkar @Nigel__DSouza" [X Link](https://x.com/nimeshscnbc/status/1969937969654952226) 2025-09-22T01:33Z 69.3K followers, [----] engagements "BoFA Sec on Voltas U-P TP Rs [----] Near-term weakness persists: weak summer high inventories deferment in demand to weigh on Q2 and FY26 volumes Recovery hopes priced in: festive/GST tailwinds may aid 3Q but industry could still see 5-12% contraction for full year FY26 Valuations full: at 42x FY27E P/E stock looks expensive; may see better entry closer to summer [----] with clearer visibility @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1969944308997382454) 2025-09-22T01:58Z 69.3K followers, [----] engagements "CLSA on IT H1B fee hike to have limited impact See up to a 6% hit to FY27 earnings of Indian IT cos under coverage assuming entire burden on fresh applications is borne by them & not shared with clients & they continue to file a similar number of fresh applications as avg. over past three years Believe actual hit should be lower than scenario LTIM & PSYS are seeing highest impact at c.6% while TCS lowest at around 1% @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1969944863526252832) 2025-09-22T02:00Z 69.4K followers, [----] engagements "Nomura on IT US administration introduces one-time fees of USD100k for new H1B applications Est. worst case impact of 10-100bp on margins for coverage universe Any sharp correction is an opportunity to accumulate Top picks are Infosys & Cognizant (in large caps) Coforge (in midcaps) & Firstsource (in small caps) @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1969944866525155750) 2025-09-22T02:00Z 69.4K followers, [----] engagements "BoFA Sec on Knowledge Realty Trust Initiate buy TP Rs [---] Key features i) most geographically diverse ii) high exposure to GCCs & low to IT services iii) healthy BS with c.20% leverage iv) high exposure to floating debt iii) Sponsored by Blackstone & Sattva. Recent SEBI update to grant equity status to REITs is likely to help widen investor base. @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1969945234483171343) 2025-09-22T02:01Z 69.3K followers, [----] engagements "Nomura on JSW Steel Remain positive largely given Upcoming capacity to align with a cyclical recovery (adding 7MT by FY28F at a 5% CAGR over FY24-28F) Raw material backward integration (working towards becoming 50% self-reliant in iron-ore) Co looks better placed than integrated players (expect domestic iron ore prices to remain below import parity prices) @Nigel__DSouza @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1970315156170158540) 2025-09-23T02:31Z 69.4K followers, [----] engagements "Nomura on JSPL Remain +ve largely on a/c of Upcoming capacity addition (adding 6.3MT by FY27F) which should increase share of flat products in its volume mix (around 65% post-expansion vs 20% in FY23) Enhanced raw material integration Possibility of cost reduction after commissioning of pellet & captive power plants @CNBCTV18News @Nigel__DSouza" [X Link](https://x.com/nimeshscnbc/status/1970315158741229774) 2025-09-23T02:31Z 69.3K followers, [----] engagements "Nomura on Hyundai Buy TP Rs [----] HMC investor day takeaways HMI volumes to grow at 9% CAGR over CY25-30E; may need to raise capacity Strong model pipeline with multiple launches ahead Advancing hybrid and EV tech along with software Est export margins for HMI are stronger than domestic margins & thus a rising export mix should support margins This should drive a 27% EPS CAGR for HMI over FY26-28F. @CNBCTV18News @sudarshankr" [X Link](https://x.com/nimeshscnbc/status/1970315380095590534) 2025-09-23T02:32Z 69.4K followers, [----] engagements "Macquarie on Marico O-P TP Rs [---] Marico sees diversification through digital brands/ foods scale up premiumisation-led growth in international and GST cut aiding hair oils growth. It is confident on digital portfolio FY27 exit ARR reaching 2.5x FY24 levels and reiterated target of double-digit Ebitda margin in FY27. See resultant margin resilience & belief of GST cut-led faster recovery in hair oils structurally aiding medium-term growth outlook. @blitzkreigm @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1970673969926742369) 2025-09-24T02:17Z 69.3K followers, [----] engagements "GS on Ashok Leyland Downgrade to N TP Rs [---] See limited upside after recent rally Thesis around pickup in mix towards higher tonnage vehicles & improving margin environment for CV industry is now more accurately reflected in current stock price With a broader economy wide shift away from capex and towards consumption expect car volume growth to exceed CV volume growth over next [--] months @sudarshankr @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1970674221073224046) 2025-09-24T02:18Z 69.3K followers, [----] engagements "GS on Maruti Upgrade to Buy TP Raised to Rs [-----] To factor in Potential pickup in market for entry level cars post GST cuts & price changes Resumption of new model launches after a gap of [---] years with Victoris SUV + eVitara Favorable exposure to pay commission in upcoming auto demand cycle Relatively low CO2 risk vs peers heading into CAFE [--] regime in FY28E @CNBCTV18News @sudarshankr" [X Link](https://x.com/nimeshscnbc/status/1970674445288108226) 2025-09-24T02:19Z 69.4K followers, [----] engagements "Investec on Maruti Buy TP Raised to Rs [-----] Well placed to benefit from anticipated demand upturn driven by GST rate rationalisation & monetary easing measures Recent launch of Victoris should strengthen Marutis presence in fastgrowing mid-size SUV space Additionally implementation of 8th pay commission from [----] should help Maruti (as 15% MSIL customer base is government employees). Exports to remain robust driven by healthy demand for SUVs (such as Fronx Jimny) ramp-up of E-Vitara production and expanding presence in various geographies. Val of 29x FY27E P/E vs 5Y avg of 28x is supportive" [X Link](https://x.com/nimeshscnbc/status/1970674810029019208) 2025-09-24T02:21Z 69.4K followers, [----] engagements "MS on Swiggy OW TP Rs [---] Swiggy's board approved sale in Rapido for Rs24bn; strengthening its balance sheet & in line with management commentary Board also approved Swiggy transferring its Instamart business into a wholly owned step down subsidiary on a slump sale basis. As per co this proposed transfer would help create an efficient and more focused entity for the quick commerce business @CNBCTV18News @blitzkreigm" [X Link](https://x.com/nimeshscnbc/status/1970676932145545503) 2025-09-24T02:29Z 69.4K followers, [----] engagements "Nuvama on Minda Corp Buy TP Rs [---] Minda's Vision [----] meet Highlights i) [----] revenue/ EBITDA target of INR175bn/21bn implies a CAGR of 28%/30% over FY2530E ii) Incremental revenue over FY2530E to be aided by growth in existing business premiumisation higher exports new products and other opportunities iii) Premiumisation to be driven by growth in the Smart Access Cockpit Electronics and EV Harness segments. iv) By FY30E revenue share of PVsshall expand to 25% (14% in FY25) 2/3Ws to fall to 40% (47%) and CVs to dip to 25% (28%) @CNBCTV18News @sudarshankr" [X Link](https://x.com/nimeshscnbc/status/1970677078488944794) 2025-09-24T02:30Z 69.4K followers, [----] engagements "Macquarie on Financials Banks face two issues this quarter: Sharp margin compression and weak loan growth. YES Bank stake sale could provide some cushion. Credit costs to remain elevated. Earnings growth for most banks will remain pretty muted and in some cases may decline. Tactical pair trades for 2QFY26 1) Long HDFCB/ICICI; short IIB 2) Long PFC/REC; short MMFS 3) Long AB Capital; short SBI Cards @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1971034872501129656) 2025-09-25T02:11Z 69.4K followers, [----] engagements "CITI On SBI Resume Buy TP Rs [----] For FY26-27E continue to build in loan growth of 13-14% yoy calc. NIMs on IEA at 2.8-2.9% and stable credit cost of 40-45bps. As a result expect it to deliver ROA of 1% and ROE of 14-15% over FY26-27E SBI is preferred pick within PSU banks @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1971034930818736132) 2025-09-25T02:12Z 69.3K followers, [----] engagements "Nomura on Glenmark Pharma Neutral TP Rs [----] Announced an in-licensing agreement with Hengrui Pharma for Trastuzumab Rezetecan an oncology ADC (antibody drug conjugate) drug Under the agreement Glenmark will obtain exclusive rights to develop & commercialise product largely in India & select emerging markets As part of agreement Glenmark shall make an upfront payment of $18mn Hengrui is also eligible for regulatory & commercial milestone payout of up to $1.1bn Think Trastuzumab Rezetecan will be largest contributor to cos target to get to $350-400m in innovation drug revenues in next 5-7" [X Link](https://x.com/nimeshscnbc/status/1971035112264331498) 2025-09-25T02:12Z 69.4K followers, [----] engagements "Nomura on HAL Buy TP Rs [----] Ministry of Defence (MoD) has signed a contract with Hindustan Aeronautics (HNAL) for procurement of [--] LCA (Light Combat Aircraft) Mk-1A aircraft worth INR624bn As part of contract 68/29 fighters/twin seaters and associated equipment will be procured Delivery of aircraft will commence in FY28 & would be completed over a period of six years With receipt of this order est. HNALs order book to amount to INR2.45tn by the end of 2QFY26F @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1971398982489240031) 2025-09-26T02:18Z 69.4K followers, 13.5K engagements "Nomura on Titan Initiate buy TP Rs [----] Headwinds largely behind; sales growth and margins reset to new normal levels 2QFY26F likely to be weak but provides good entry point; we expect a recovery from 2H Strong structural story intact; better placed vs domestic peers on a risk-weighted basis Value at 60x Sep-27F EPS largely in line with its past 10-yr average trading multiple Forecast an EPS CAGR of 24% over FY26-28F @blitzkreigm @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1971399063825260900) 2025-09-26T02:18Z 69.4K followers, [----] engagements "HSBC on Pharma US administration announces 100% tariff on imports of patented drugs from [--] Oct unless firms build plants locally Among Indian companies only Sun Pharma has sizeable sales from patented drugs in the US (c17% of FY25 revenue) Await clarity on tariffs flows but expect limited impact: 8-10% risk to FY27e EPS for Sun (Buy TP Rs 1850) in worst case scenario @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1972477662036930975) 2025-09-29T01:44Z 69.4K followers, [----] engagements "MS on HUL EW TP Rs [----] Consolidated business growth to be flat to low single digits (vs. 5% & 2% revenue growth in 1QF26 and 2QF25) This is below market expectations. Owing to GST rate cuts there is transitory impact as retailers and distributors are clearing existing inventories with older prices per co On other hand consumers have delayed their pantry buying Thereby September sales have been affected which the company expects to continue in October given the existing inventory in the pipeline. Management expects recovery starting in November as prices stabilize @CNBCTV18News @blitzkreigm" [X Link](https://x.com/nimeshscnbc/status/1972477836532359609) 2025-09-29T01:45Z 69.4K followers, [----] engagements "CLSA on Payments Indian payments sector has been quite an attractive one for investors given its hyperbolic growth trajectory over the past few years. Person-to-merchant (P2M) payments grew at a 35%+ Cagr from FY20-24 driven by UPI and credit cards Believe many investors still carry the notion that the payments sector is growing at that rate. Sadly it is not. UPI P2M transaction growth is down from 50%+ a year ago to 20-25% now. Credit card spending growth is only c.15% now vs 25% through to FY24. With P2M payments penetration at 40% of consumption GDP in FY25 expect growth to moderate over" [X Link](https://x.com/nimeshscnbc/status/1972477963707863153) 2025-09-29T01:46Z 69.4K followers, [----] engagements "CLSA on Steel Indian steel stocks have defied expectations by outperforming broader index over past year despite consistent earnings downgrades This divergence is primarily driven by investor optimism surrounding a potential recovery in China and resilient domestic demand. With Chinese steel spreads at multi-quarter lows and Indian steel prices trading below import parity investors appear to be positioning for a margin recovery led by price improvements. While structural caution remains despite elevated valuations immediate downside catalysts seem limited. @Nigel__DSouza @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1972478059447013605) 2025-09-29T01:46Z 69.4K followers, [----] engagements "BoFA Sec on L&T Downgrade to U-P from Buy TP Rs [----] Outperformance leaves little upside potential (STK up 10% in [--] Months) Hyderabad metro exit: earnings/ROE accretive (upgrade FY26-28 earnings est. by 3-4%) Going ahead RoE expansion could be achieved through buybacks ($2.6bn of surplus cash) & continued margin/working capital improvements (tough incrementally) Risk - Domestic capex losing steam & lower crude @VivekIyer72 @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1972502703172444235) 2025-09-29T03:24Z 69.4K followers, [----] engagements "EMKAY on Ethos Buy TP Rs [----] Best play on Indian Luxury growth story Key expansion roadblocks (people capital & real estate) are resolved RoIC should improve See scope for a 600bps increase over FY25-28E Valuations at 40x/30x FY27E/28E EPS attractive @CNBCTV18News @blitzkreigm" [X Link](https://x.com/nimeshscnbc/status/1972502780557377559) 2025-09-29T03:24Z 69.4K followers, [----] engagements "HSBC on Indus Tower Initiate Reduce TP Rs [---] Growth muted as Airtels rollout slows & Vi demand is uncertain; case studies indicate a lack of pricing power Scenario analysis suggests bull case is already priced in TP implies EV/EBITDA of 5.4x for FY26e & 5.2x for FY27e Key upside risks include 1) major capital raise by Vi which boosts tenancy growth outlook; 2) higher-than-expected lease rentals @Reematendulkar @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1972844954666811513) 2025-09-30T02:04Z 69.4K followers, [----] engagements "Jefferies on Welspun Living Hold TP Rs [---] In its first analyst meet after imposition of 50% tariffs mgmt. highlighted significant near-term challenges in its US business. With a focus on market share Welspun has absorbed 25% tariffs while the rest is being borne by customers. This would entail a washout of profitability in the short term and 15-20% decline in US revenues. Mgmt. is confident of a recovery once 25% tariff penalty is withdrawn and is working on several cost measures @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1972853836860592424) 2025-09-30T02:39Z 69.4K followers, [----] engagements "Nomura on Anant Raj Buy TP Rs [---] NDR takeaways Believe investors had strong interest in data center theme in India On Anant Raj investors liked cos early start in DC segment & relatively lower capex cost while concerns were more around competitive pressure risks & technical capabilities Management was positive about sector tailwinds for DC business Leasing of FY26F DC capacity remains on track and targetting FY26 DC revenues of Rs 1.5-2bn FCF from real estate segment could be used to fund data center segment capex. Management sees visibility for 8-10 years for real estate segment" [X Link](https://x.com/nimeshscnbc/status/1972853902241612125) 2025-09-30T02:39Z 69.4K followers, [----] engagements "CITI on Sun Pharma Buy TP Rs [----] MFN Overhang is Removed with Pfizer Deal Existing drug prices in Medicare & Commercial segments havent been touched removing a key overhang on SUN Pharmas Ilumya (key specialty drug). As risk of tariffs on patented drugs already abated following White Houses clarification two key geopolitical risks (tariffs and MFN) on Sun Pharma now appear to been substantially abated. @ekta_batra @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1973207504831046125) 2025-10-01T02:05Z 69.4K followers, [----] engagements "CLSA on Nazara Tech U-P TP Rs [---] Governments new online gaming law has barred all online money games from [--] Oct [----]. Fantasy sports rummy and poker gaming companies were already reeling under 28% GST. However government will continue to promote esports and other online games. Nazara in Jan-25 paid Rs8bn to acquire a 46% stake in PokerBaazi. Nazars will take a hit in PokerBaazi its ownership in fast-growing e-sports subsidiary Nodwin has fallen below 50%. In 1QFY26. Nodwin had accounted for 70% of Nazara e-sports revenue which was up 17% YoY. Nazara stock valuation is expensive at 48x FY27CL" [X Link](https://x.com/nimeshscnbc/status/1973207688629612985) 2025-10-01T02:05Z 69.4K followers, [----] engagements "CLSA on Gold Financiers Muthoot Fin O-P TP Raised to Rs [----] Manappuram Fin O-P TP raised to Rs [---] Gold prices are up 20% QoQ highest-quarterly increase in the past several quarters. Muthoots & Manappurams (MGFL) loan-to-value (LTV) ratios at end-June were 62%/57% below their long-term averages. Also RBI has allowed lenders to increase LTV on lower-ticket gold loans. A combination of a sharp gold price increase gradual LTV increase & steady tonnage growth means we meaningfully increase our AUM growth estimates Believe Muthoot can deliver a 23% AUM & 37% PAT Cagr over FY25-27CL Upgrade" [X Link](https://x.com/nimeshscnbc/status/1973207877658554832) 2025-10-01T02:06Z 69.4K followers, [----] engagements "SHAILY Engineering LIGHTHOUSE INDIA FUND III sold [----] lk shares (2.90%) MOTILAL OSWAL MUTUAL FUND bought [----] lk shares (0.71%) STALLION ASSET bought [---] lk shares (0.54%) at Rs 2134/share @CNBCTV18News @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1975740944314990747) 2025-10-08T01:52Z 69.4K followers, [----] engagements "Nomura on Tata Motors Neutral TP Rs [---] 2QFY26F: Expect JLR EBIT margin around 1% Volume disruption could drag JLR FCF down by GBP750mn; expect recovery in FCF as production picks up Expect JLR EBIT margins may come down to 0.9% for 2QFY26F stock is currently trading at 4.9x FY27F EV/EBITDA. @CNBCTV18News @sudarshankr" [X Link](https://x.com/nimeshscnbc/status/1975750692922118386) 2025-10-08T02:30Z 69.4K followers, [----] engagements "Nomura on Lodha Developers Buy TP Rs [----] 2QFY26 presales: in line with estimates Co has achieved 43% of its FY26F pre-sales guidance in 1HFY26 (within the 42%-45% range it guided in 1QFY26 earnings call). Overall co maintains its FY26E pre-sales guidance of INR210bn which pegs presales of INR120bn in 2HFY26E (+29% y-y vs 2HFY25) Co believes this can be achieved on back of its robust launch pipeline of +INR100bn for 2HFY26E @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1975750832395338074) 2025-10-08T02:31Z 69.4K followers, [----] engagements "CLSA on PVR O-P TP Rs [----] Indian gross box office collections up 20% YoY YTD & festive season ahead should help to allay concerns over structural risks for multiplexes including from streaming services India has immense movie content and YTD Bollywood/Hollywood film releases are up by 25% YoY. Meanwhile sector leader PVR Inox with [----] screens across [---] cities continues to expand funded by internal accruals. @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1976116336989196576) 2025-10-09T02:43Z 69.4K followers, [----] engagements "@CNBCTV18News #DStreetChatter Confirmation Dynamatic Tech SAMENA SPECIAL SITUATIONS MAURITIUS III sold 72k shares @ Rs [----] @_prashantnair @Nigel__DSouza @Reematendulkar @CNBCTV18News @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1976448113410965867) 2025-10-10T00:42Z 69.4K followers, [---] engagements "MOSL on Tata Elxsi Sell TP Rs [----] Demand continues to be soft Management guides for double-digit growth in FY27 Headwinds persist in Media & Healthcare verticals Valuations remain steep at 52x 12M FWD P/E which see as difficult to justify given current headwinds @Reematendulkar @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1976469162537939408) 2025-10-10T02:05Z 69.4K followers, [----] engagements "Avendus on Tata Elxsi Sell TP Rs [----] Cut revenue est. by [--] p.c. each for FY26 & FY27 post 2Q26 Expect revenue growth to be led by non-transportation verticals for rest of FY26 & broad-based growth in FY27 on a low base EBITDA margin estimates for FY26 are down by 77bps to [----] p.c. but expect margins to improve by 180bps in FY27 after contracting 340bps in FY26 @CNBCTV18Live @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1976469165058805765) 2025-10-10T02:05Z 69.4K followers, [----] engagements "Kotak Inst Eqt on Tata Elxsi Sell TP Rs [----] Reported a broadly in-line quartermarginally better revenues but weaker profitability. Large deal ramp-up in the media & communications vertical led revenue growth while cybersecurity incident at JLR had only a modest impact. Automotive deal ramp-ups should support near-term growth although weakness in media & communications is likely to persist in the foreseeable future Factor in a moderate recovery in 2HFY26 resulting in a 5.4% c/c revenue decline for FY2026E @CNBCTV18News @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1976469167449456927) 2025-10-10T02:05Z 69.4K followers, [----] engagements "HSBC on TCS Hold TP Rs [----] 2Q was a beat both on growth & margins while deal wins were in line See 2H growth likely to be better than 1H AI capacity addition (even though its passive infra) is a positive step that reinforces TCS relationship with hyperscalers Risk-reward balanced @Reematendulkar @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1976470074660667774) 2025-10-10T02:09Z 69.4K followers, [---] engagements "Nomura on TCS Neutral TP Rs [----] Modest beat in 2QFY26 Foraying into data center business to increase presence in AI ecosystem 2Q FY26 beat at revenue; reported PAT impacted by restructuring costs Management continues to expect FY26E to be better than FY25 for major markets Significant margin improvement in FY26F is unlikely @CNBCTV18News @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1976470077160525968) 2025-10-10T02:09Z 69.4K followers, [----] engagements "Jefferies on TCS Hold TP Rs [----] 2Q revenue/margins were largely in line though profits missed due to Rs11bn restructuring costs. Growth in key markets is yet to recover and 3% QoQ decline in headcount does not bode well. While TCS' intent to invest for growth is promising its data center foray has limited synergies with IT services and may not materially change its growth profile Cut est. by upto 1% & expect 4% EPS CAGR over FY26-28 @CNBCTV18Live @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1976470079630868989) 2025-10-10T02:09Z 69.4K followers, [----] engagements "Jefferies on HCL Tech Buy TP Rs [----] Q2 beat estimates with higher revenue growth & strong deal wins HCLT raised FY26 services growth guidance to 4-5% highest among India's Top [--] IT firms. HCLT's infrastructure services lineage and AI strategy position it well to gain market share. Raise EPS est. by 1% & expect 9% EPS CAGR in FY26-28. Superior growth/FCF conversion will support premium valuations @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1977921615448129561) 2025-10-14T02:17Z 69.4K followers, [----] engagements "Nomura on HCL Tech Buy TP Rs [----] 2QFY26 results strong performance on all counts Strong margin performance; we see normalisation of margins in FY27F FY26E revenue guidance for services raised at lower end to 4-5% from 3-5% earlier Focussing on AI through services route; intends to remain asset light @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1977921618082189820) 2025-10-14T02:17Z 69.4K followers, [---] engagements "CITI On HCL Tech Neutral TP Rs [----] Reported a good 2Q revenues ahead & raised lower end of services revenue guidance Fwd. looking indicators (a) Overall revenue guidance unchanged at 3-5% yoy cc; services now at 4-5% (earlier 3-5%); (b) Headcount +3.7% yoy (c) LTM TCV +13% yoy; (d) Mgmt. commentary external environment unpredictable; business indicators promising Raise FY27E-FY28E EPS est. by 0-1% @Reematendulkar" [X Link](https://x.com/nimeshscnbc/status/1977921620879818998) 2025-10-14T02:17Z 69.4K followers, [----] engagements "CLSA on HCL Tech O-P TP Rs [----] Strong 2Q beat across revenue growth Ebit margin and order booking. It revised upwards its services business revenue growth guidance to 4-5% (from 3-5%) on back of 2Q beat and good visibility for 2H on back of strong deal wins. For overall revenue growth though it kept the 3-5% FY26 guidance band intact due to weakness in the software business Believe key to HCLs re-rating from current levels depends on Ebit margin recovering back to 18-19% in FY27 @CNBCTV18Live" [X Link](https://x.com/nimeshscnbc/status/1977921624008720675) 2025-10-14T02:17Z 69.4K followers, [----] engagements "Nomura on LG Electronics Initiate Buy TP Rs [----] Believe Indias favorable demographics coupled with relatively low penetration of various large appliances offers a significant runway for growth over medium term Interestingly premiumization is emerging as a secular theme across multiple categories providing a tailwind for strong revenue growth. Hence value creation for investors will largely depend on cos that innovate localize and profitably capture a larger pie of premium landscape Given its robust ROE/ROIC (posttax) of 31%/56% in FY28F we expect the company to trade at the mid-point of the" [X Link](https://x.com/nimeshscnbc/status/1978285394320879929) 2025-10-15T02:22Z 69.4K followers, [----] engagements "HSBC on Persistent Hold TP Raised to Rs [----] Strong growth in 2QFY26 along with further improvement in profitability; deal wins recovered as well Software engineering skills improving capabilities to execute managed-service contracts are driving growth Growth is industry-leading but so is valuation CLSA on Persistent High Conviction O-P TP raised to Rs [----] Another strong quarter in terms of order book revenue growth margin expansion ROE expansion and improved FCF/PAT conversion latter being a key investor concern. Management reiterated US$2bn revenue target by FY27 and a 100bps Ebit margin" [X Link](https://x.com/nimeshscnbc/status/1978285713046298641) 2025-10-15T02:24Z 69.4K followers, [----] engagements "MS on Schloss Bangalore OW TP Rs [---] Leela posted a strong fiscal 2Q: 4% improvement in OR and 7% growth in ARR drove 13% RevPAR growth; total revenue grew 11% YoY. The company reiterated its target of mid- to high-teens EBITDA growth for F26 vs. our estimate of 15% F26 EBITDA growth. Growth strategy: Leela is focused on building and owning luxury assets a capitalheavy strategy. Partnering with Brookfield (owns 76% stake in Leela) enables the company to expand aggressively and also keep balance sheet leverage in check @blitzkreigm @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1978286844027474287) 2025-10-15T02:28Z 69.4K followers, [----] engagements "MS on Hyundai OW TP Rs [----] By [----] India will became second-largest market for HMC after the US. Rs450bn capex seven new nameplates multi-powertrain strategy and luxury foray via Genesis to drive growth. Tarun Garg takes over as MD and CEO of HMI. F2030 revenue guidance of Rs1trn-plus lookss conservative to us. On F27 estimates HMI MSIL and M&M (tractors at 25x P/E) trade at P/Es of 26.3x 25.4x and 23.8x respectively HSBC on Hyundai Buy TP Rs [----] 5-year volume CAGR of 7% 11-14% EBITDA margins and export focus were in line with expectations Significant increase in capex (and hence D&A cost)" [X Link](https://x.com/nimeshscnbc/status/1978646338373144650) 2025-10-16T02:17Z 69.4K followers, [----] engagements "HSBC on LTMIndtree Buy TP Rs [----] 2QFY26 results were better than expectations and reflected continued improvement in fundamentals In medium to long term expect LTIMs growth to be nearly double that of mega-cap IT companies Offers strong growth pick-up at reasonable valuations Nomura on LTMindtree Neutral TP Rs [----] Beat at both revenue & margins in 2Q FY26F likely a year of repair Progress on new CEOs strategy has begun Raise FY26-28F EPS by 3-7% to factor in higher EBIT margin @Reematendulkar @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/1979008088234405906) 2025-10-17T02:14Z 69.4K followers, [----] engagements "HSBC on Nestle Hold TP Rs [----] Q2 performance was impressive with 11% yoy revenue growth in a disrupted quarter (est: 3%) [--] of the [--] product groups (ex-milk products) reported volumeled double digit growth. Maggi performance a key surprise Cost inflation moderating Macquarie on Nestle Neutral TP Rs [----] 2Q Ebitda ahead of estimate as stronger than expected double-digit domestic sales growth offset gross margin miss Commentary suggests that while growth was healthy across segments milk and nutrition segment remains a drag on growth Like volume-led sales growth strength but see a marginal 1%" [X Link](https://x.com/nimeshscnbc/status/1979008226193727569) 2025-10-17T02:15Z 69.4K followers, [----] engagements "Indian equities in multi decade bull market says Vikas khemani ahead of their annual conference starting tmrow" [X Link](https://x.com/nimeshscnbc/status/828922287587999745) 2017-02-07T11:04Z 66.3K followers, [--] engagements "Last [--] months great for global bonds and Equities [--] year treasury yield up almost 100bps global equity market cap up $10tn" [X Link](https://x.com/nimeshscnbc/status/883145907486720000) 2017-07-07T02:09Z 66.3K followers, [--] engagements "Morgan Stanley onTitan Industries: 2Q Margin Expansi on Likely to Be Sustained OW We Now See 40% Upside" [X Link](https://x.com/nimeshscnbc/status/927334925656838144) 2017-11-06T00:40Z 66.3K followers, [--] engagements "Morgan Stanley on RIL: Higher oil price outlook further strengthens the case for earnings surprises in [----] for RIL as our expectations of a silver age in refining supply side reforms in chemicals and consolidation in telecoms play out. Stay OW" [X Link](https://x.com/nimeshscnbc/status/928444752319483905) 2017-11-09T02:10Z 66.3K followers, [--] engagements "Credit Suisse Global Strategist: Turning 15% OW on India Reverse our 7-quarter-long UW stance. Constructive because 1) growth looks set to recover 2) macro-environment should remain supportive 3)credit growth improves with the bank recap 4) ) earnings finally turned neutral" [X Link](https://x.com/nimeshscnbc/status/936413749526773761) 2017-12-01T01:56Z 66.4K followers, [--] engagements "Credit Suisse initiate coverage on Escorts with an OUTPERFORM rating & TP of Rs [---] (30% upside). Cos earnings growth (FY17-20) is the best amongst auto OEMs as fast top-line growth at railways and margins turnaround in construction equipment division will support tractors" [X Link](https://x.com/nimeshscnbc/status/936414495395667968) 2017-12-01T01:59Z 66.3K followers, [--] engagements "IIFL on Magma Fincorp: Compelling BUY idea. We peg our target price at Rs220. Cos biz performance is at an inflexion. The larger part of biz restructuring is complete & disbursements growth is gradually improving" [X Link](https://x.com/nimeshscnbc/status/950576703226576896) 2018-01-09T03:55Z 66.3K followers, [--] engagements "DB India Strategy: Preferred stocks Banks - HDFC Bank Indusind CVs - Ashok Leyland Cement - Dalmia Ultratech Shree Cement Industrials - L&T BHEL Consumers - Titan Jubilant Hindustan Uniever Steel - JSW Steel Oil & Gas - GSPL Gujarat Gas @CNBCTV18News" [X Link](https://x.com/nimeshscnbc/status/973015857143078912) 2018-03-12T02:00Z 66.4K followers, [--] engagements "Jefferies on HEG: Maintain BUY TP Rs 3622(5.5x FY20E EV/EBITDA) noting strong fundamental outlook as also outlined by Tokai Carbon & Graftech recently. Risks: 1) Decline in electrode prices; 2) China re-startingits induction furnace capacity for steel production @Nigel__DSouza" [X Link](https://x.com/nimeshscnbc/status/994029738803974144) 2018-05-09T01:42Z 68.5K followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@nimeshscnbc Nimesh Shah
Nimesh Shah posts on X about $8604t, strong, $hsbc, india the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence finance 46.86% stocks 16.57% countries 11.43% automotive brands 3.43% technology brands 2.29% currencies 1.71%
Social topic influence $8604t #44, strong 13.14%, $hsbc #143, india 8%, core 4.57%, business 4.57%, rs #613, investment 2.86%, $6753t 2.86%, eps #116
Top accounts mentioned or mentioned by @cnbctv18news @cnbctv18live @reematendulkar @blitzkreigm @sudarshankr @nigeldsouza @ektabatra @vivekiyer72 @prashantnair @ritusingh @sonalbhutra @shereenbhan @sherloc93043398 @surabhiupadhyay @louise_rowntree @cutmytaxuk @grok @architect9991 @numbnutbutter @terfin9000
Top assets mentioned HSBC Holdings PLC (HSBC) Morgan Stanley (MS)
Top Social Posts
Top posts by engagements in the last [--] hours
"JPM on Orkla India Initiate OW TP Rs [---] CO a leading packaged spice and convenience food company with two leading brands MTR and Eastern which enjoy strong brand equity and leading market shares in the core South Indian states (70%+ of revenue) and overseas markets (21% salience). Since its listing in early Nov-25 stock has corrected -18% (vs NIFTY +2% NSEFMCG -1%) amidst a soft Q2FY26 earnings print (weighed down by lower margins) Expect earnings growth to gather momentum from 2HFY26 onwards driven by: 1) improving revenue growth (steady MSD+ vol growth and a moderating deflation impact)"
X Link 2025-12-17T01:52Z 69.8K followers, [----] engagements
"Big corporate development ACC Board appproves merger of co with Ambuja Cements ACC-Ambuja Merger Share swap ratio is 328-100 Ambuja will issue [---] shrs for every [---] shares held in ACC Merger rationales: consolidation & sustainable growth @CNBCTV18News @CNBCTV18Live @Nigel__DSouza https://twitter.com/i/web/status/2003125742868304055 https://twitter.com/i/web/status/2003125742868304055"
X Link 2025-12-22T15:29Z 69.8K followers, [----] engagements
"Jefferies on Emmvee Initiate Buy TP Rs [---] 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 expect high-teens steady state RoCE Project 56% Ebitda Cagr over FY25-28E & price Emmvee at 9x fwd EV/Ebitda Stock trades at 50% discount to peers @VivekIyer72 @CNBCTV18News https://twitter.com/i/web/status/2008361714493108380 https://twitter.com/i/web/status/2008361714493108380"
X Link 2026-01-06T02:15Z 69.8K followers, [----] engagements
"CLSA on Indus Tower High Conviction O-P TP Rs [---] Indus is a key beneficiary of Vodafone Ideas (VIdea) AGR relief and fundraising ahead. Induss [------] towers thrive on Bharti Airtel and VIdea as anchor tenants. Bharti continues its 5G ramp-up with towers and sites up by 13K and 76K to 342K and 1.15m in 12M. Since its equity fund raising in 18M VIdea has expanded sites by 110K and unique BB towers by 21K Assume incremental tenancies from twin tenants at 68K by FY28CL for Indus VIdeas fund raising should add upside to Induss growth of 10-11% Cagr in core revenue and Ebitda. Also Induss balance"
X Link 2026-01-14T02:45Z 69.9K followers, [----] engagements
"HSBC on ICICI Lombard Buy TP Rs [----] 3QFY26: PAT miss despite a healthy investment income was driven by increase in loss ratio and one-off impact on wage cost Management reiterated its guidance of market share gains and RoEs of 18-20% execution of this would be a key catalyst Cut FY26e tweak FY27-28e EPS to factor in the earnings miss CLSA on ICICI Lombard Hold TP Rs [----] 3QFY26 performance was mixed with its earnings miss partly driven by oneoff labour code charges even as underlying growth trends improve gradually. Retail health remained the clear standout delivering 80%+ growth supported"
X Link 2026-01-14T02:47Z 69.8K followers, [----] engagements
"Investec on Dixon Tech Buy TP cut to Rs [-----] from Rs [-----] STK has corrected c.40% in past [--] months primarily due to uncertainties related to delay in obtaining govt approvals for Vivo & HKC JVs & slowdown in consumer demand (esp Mobiles) Lower FY26-28E EBITDA est by 5-14% to bake-in above concerns Stock now trades at 40x FY28E EPS (vs c.60x 3-4 months ago) which think more than reflects these concerns Build-in co receiving approvals for Vivo and HKC JVs in next couple of months which should provide revenue growth and margin comfort for FY27-28E In addition think Dixon would continue to"
X Link 2026-01-20T02:08Z 69.8K followers, [----] engagements
"Investec on Paytm Initiate Buy TP Rs [----] Coupled with Paytms deep tech capabilities and embedded merchant relationships this structure supports long-term pricing power and imposes high switching costs. With most of its merchant acquisition already in place and a digital-first model Paytm enjoys substantial operating leverage Forecast 23% net revenue CAGR over FY26-28E with EBITDA margins (as % of net revenue) expanding to 24% by FY28E (from 8% in 1H26) driven by scale efficiencies and improving contribution from higher-margin credit-adjacent businesses. @CNBCTV18Live @_RituSingh"
X Link 2026-01-23T02:36Z 69.8K followers, [----] engagements
"Brokerages on Cipla Jefferies on Cipla Downgrade to U-P TP cut to Rs [----] Q3 a miss due to weak US sales QoQ decline in gRevlimid and Lanreotide were the culprits. Mgt. cut FY26 Ebitda margin guidance by 175-300ps due to supply disruptions for Lanreotide which will continue in 1HFY27. Top US products are likely to witness a decline in FY27 while pipeline launches start to fire only in FY28 Cut FY26-28 EPS est by 19-21% Macquarie on Cipla O-P TP Rs [----] Cipla's revenue/adj. EBITDA/adj. PAT missed our estimates by 6%/26%/23%. Management lowered its FY26E EBITDA margin guidance to 21% &"
X Link 2026-01-27T02:07Z 69.8K followers, [----] engagements
"GS on Tata Cons Buy TP Rs [----] Strong 3QFY26 across segments ahead of estimates India business volume growth at 15% firing on all cylinders Consolidated EBITDA margins recovering driven by both India and international business: Nomura on Tata Cons Buy TP Rs [----] Core business continues strong momentum; overall guidance of double-digit sales growth Growth business (c.30% of India) grew 29% y-y; guidance of 30% growth maintained Margins improve; and to keep inching up; guidance profit growth ahead of sales growth Stock trades at 48x FY28F EPS CLSA on Tata Cons Hold TP Rs [----] Q3 net sales"
X Link 2026-01-28T02:28Z 69.8K followers, [----] engagements
"JPM on Axis Bank Upgrade to OW TP Raised to Rs [----] 3Q earnings underscore improving asset quality (AQ) trends. Axis confirmed continued positive momentum in retail AQ stabilization with early bucket delinquencies for newly originated book in retail book indicating improving AQ trends could continue with scope for a further credit cost decline in FY27/28. Overall see RoA inflection for Axis being stronger vs. earlier expectations & factor in 1.65%/1.70% for FY27/28 (vs. 1.57%/1.64% earlier) @CNBCTV18Live @_RituSingh https://twitter.com/i/web/status/2016337757057200195"
X Link 2026-01-28T02:29Z 69.8K followers, [----] engagements
"Investec on Aditya Vision Initiate Buy TP Rs [---] Aditya Vision is a leading and fast-growing electronics retailer in Bihar and Jharkhand with a rising footprint in Uttar Pradesh. Its focused strategy of targeting underpenetrated smaller towns strong customer service and favourable micro-market dynamics has translated into robust same-store sales growth industry-leading margins and thus short breakeven/ payback periods at new stores. Backed by significant growth headroom in Uttar Pradesh and planned entry into new states current valuation at c.30x FY28 PE appears attractive @CNBCTV18Live"
X Link 2026-01-28T02:29Z 69.8K followers, [----] engagements
"Investec on SRF Sell TP Rs [----] believe SRFs earnings momentum remains vulnerable as Spec Chem and TTB (range-bound) face sustained pricing pressure from China and limited near-term visibility (despite strong refrigerant segment performance). Elevated capex levels uneven recovery across segments & an early-stage pharma scale-up (aimed at de-risking agrochem exposure) further cloud earnings visibility. @CNBCTV18Live @sonalbhutra https://twitter.com/i/web/status/2016337913907446147 https://twitter.com/i/web/status/2016337913907446147"
X Link 2026-01-28T02:29Z 69.8K followers, [----] engagements
"Nomura on L&T Buy TP Rs [----] Robust ordering but execution misses est. Cut FY27-28F EBITDA est. by 1-3% to factor in weaker margin in energy segment Ordering momentum remains robust as core order inflows grow 18% y-y Core sales grew 10% y-y 9% below our estimate led by weak infra execution Core EBITDA margin beat estimates; net working capital position improved further Expect core EBITDA CAGR of 23% over FY26-28F Jefferies on L&T Buy TP Rs [----] Q3 EBITDA 4% above expectations led by higher E&C margins at 8.2% up [--] bps YoY despite 20% YoY rise in int. E&C revenues & just 2% in domestic Order"
X Link 2026-01-29T02:25Z 69.8K followers, [----] engagements
"Nomura on M&M Fin Buy TP Rs [---] 3Q26: Higher demand for entry-level cars; caution in commercial vehicles Revision in ECL model; credit cost benign at 1.5% (annualised) Playing on their strength in the wheel business; critical decision on housing book Aims for mid- to high-teens AUM growth Jefferies on M&M Fin Hold TP Rs [---] Q3 adj. PAT was flat YoY to Rs8.9bn10% ahead of est. as stronger NII and fee income offset higher opex. AUM growth was muted at 12% but NIMs surprised positively. AQ improved QoQ. Credit cost was in line as provn released from ECL model reset was utilised to create overlay"
X Link 2026-01-29T02:28Z 69.8K followers, [----] engagements
"Nomura on Gland Pharma Buy TP Rs [----] 3QFY26: Ahead of est. Business stabilizing; efforts now to build capacity & gain contracts Co intends to invest INR20bn in capex over next five years This is almost double Glands base business gross block (FY25F) Co expects asset turn at 3x from new investments as it targets relatively high-value contracts Gland is investing in biologics drug substance capacity to address biosimilar opportunities Co expects consolidated revenue growth at 12-13% in FY27E accelerating beyond FY27E. Jefferies on Gland Pharma Hold TP Rs [----] Operationally in-line results."
X Link 2026-01-29T02:29Z 69.8K followers, [----] engagements
"Investec on Aurobindo Pharma Buy TP Rs [----] Government of India vide a notification dated [--] Jan [----] has introduced a one-year minimum import price (MIP) for Pen-G 6APA and Amoxycillin at $24/$37/$$30 respectively This supports ARBNs PLI investments in PenG (especially after sharp price cuts by Chinese suppliers) & believe this could be a re-rating trigger given earlier delays on both MIP/production have weighed on stock Currently factor in only part of PLI benefit & this MIP could lift FY27E EBITDA by 68% @CNBCTV18Live @ekta_batra https://twitter.com/i/web/status/2017062874754244891"
X Link 2026-01-30T02:30Z 69.8K followers, [----] engagements
"CITI On Vedanta Buy TP Raised to Rs [---] 3Q EBITDA rose 34% yoy/31% qoq Sequential EBITDA increase is largely attributed to better commodity prices volumes and FX; and largely lower costs Buy parent leverage at comfortable levels potential aluminium LME upside (Citi FY27 est $3425 vs $3250 spot) volume growth (aluminium/alumina) & likely lower costs + likely completion of demerger process by 1QFY27 Estimate dividend at Rs40/sh in FY26 (Rs23/sh paid so far). JPM on Vedanta Neutral TP Raised to Rs [---] 3QFY26 EBITDA came in 2%/5% ahead of JPMe/BBG consensus & Net Debt/EBITDA improved QoQ to 1.23x"
X Link 2026-01-30T02:31Z 69.8K followers, [----] engagements
"Nomura on Apar Ind Buy TP Rs [-----] 34% beat on EBITDA estimates as domestic performance offsets the weakness in exports Conductor EBITDA/MT grew 49% y-y led by higher premium product mix Cable segment witnessed steady growth led by strong domestic performance Trades at 27x/24x FY27F/FY28F EPS @CNBCTV18Live https://twitter.com/i/web/status/2017063973821337854 https://twitter.com/i/web/status/2017063973821337854"
X Link 2026-01-30T02:35Z 69.8K followers, [----] engagements
"CLSA on NTPC O-P TP Rs [---] 3Q rec. PAT (consolidated) grew 8% YoY despite a fall in its generation while its peers JSW was in losses and Adani Powers PAT was down 15% YoY This was driven by consolidated regulated equity (RegEq) growth of 12% YoY (parent: up 5% YoY) operational efficiency with a 122bp YoY rise in coal PAF and a supportive FY25-29 regulatory regime for energy security Key was its US$31bn capex plan over FY26-28 (2.4x) led by under construction capacity of 18.4GW in regulated and 16GW of non-fossil (NFE) projects for an installed total of 86GW Jefferies on NTPC Buy TP Rs [---] Dec"
X Link 2026-02-01T02:07Z 69.9K followers, [----] engagements
"MS on Bajaj Auto UW TP Raised to Rs [----] 3Q in line with estimates Core F27e P/E is 24x vs. the 10-year median of 19x. This along with limited visibility on sustained domestic market share improvement & already strong export base keep us UW relative to 2W peers. Nomura on Bajaj Auto Neutral TP Rs [-----] 3Q: EBITDA margin at 20.8% (Nomura: 20.5% consensus: 20.4%) 3Q margins broadly in-line supported by higher PLI Domestic market share revival a key catalyst Current valuation at 20x core FY28F EPS is in fair value zone GS on Bajaj Auto Buy TP Rs [-----] 3Q in-line: Turning a corner on domestic 2W"
X Link 2026-02-01T02:07Z 69.8K followers, [----] engagements
"Nomura on Exide Upgrade to Buy TP Rs [---] 3Q EBITDA largely in line with est. Auto growth remains healthy Industrial to recover Valuations have turned attractive at 10x FY28F core EPS given a 17% EPS CAGR over FY26-28F @CNBCTV18News @sudarshankr"
X Link 2026-02-04T02:36Z 69.8K followers, [----] engagements
"Jefferies on IT Anthropics Cowork plugins and Palantirs claims of faster SAP migrations highlight how AI could potentially erode application service revenues for IT firms. With application services being 40-70% of revenues IT firms face growth pressures. Consensus growth estimates don't fully reflect this posing downside risk to valuations Reiterate selective stance & prefer HCLTech/Infosys among large IT & Coforge/Sagility among smidcaps CITI on IT CTSH 4Q25 earnings & CY26 Guidance 4Q Revenues of $5.3b +4.9% yoy . Revenue growth in cc came in at +3.8% yoy top [--] Indian IT had reported"
X Link 2026-02-05T02:25Z 69.8K followers, 19.3K engagements
"Macquarie on Devyani O-P TP Rs [---] Sustaining Jan pickup in same store sales is key 3Q Ebitda below est liked: 1) positive same store sales growth witnessed in Jan across formats except Pizza Hut; 2) profitability improvement in recently acquired brands/ Vaango with break-even in Biryani by Kilo format achieved before the Mar-26 target; 3) healthy sequential gross margin recovery across formats which Devyani expects to sustain; and 4) healthy growth in international formats Did not like: 1) the continued margin weakness across most formats in India; 2) higher India overheads albeit company"
X Link 2026-02-05T02:26Z 69.8K followers, [----] engagements
"Nomura on Cummins Buy TP Rs [----] Revenue down 1% y-y +1%/-2% vs our/consensus estimates EBITDA +6%/-9% y-y/q-q as weaker operating leverage offset gross margin expansion Management sees resilience in domestic demand led by sustained capex across key sectors While exports face near-term pressure due to geopolitical uncertainties management expects greater stability over the medium to long term Management remains watchful on policy developments and sees continued collaboration with key trade partners as a key enabler of growth across end markets KKC is maintaining execution discipline along"
X Link 2026-02-05T02:27Z 69.8K followers, [----] engagements
"Nuvama on Solar Ind Buy TP Rs [-----] Despite delayed Pinaka deliveries Solar Industries (SOIL) reported an in-line Q3FY26 versus Street led by International (+35% YoY) and Defence (+72% YoY) revenue growth with OPM at 27.8% (versus Street estimate of 26.1%). Management reiterated FY26 revenue guidance of INR100bn (30% defence mix) and 27% OPM. Commercialisation of 155mm shell and Pinaka delivery pickup remain key catalysts. @CNBCTV18News https://twitter.com/i/web/status/2019236573376876563 https://twitter.com/i/web/status/2019236573376876563"
X Link 2026-02-05T02:28Z 69.9K followers, [----] engagements
"MS on HAL Downgrade to UW from EW. TP cut to Rs [----] from Rs [----] HAL has outperformed Nifty by 4% YTD & consensus P/E is down 15% in past year See downside risk to stock given increased private sector competition & if slower execution persists due to high import dependance as multiple countries look to increase defence spend. lower our EPS by 2% & 5% for F27 & F28e @CNBCTV18News https://twitter.com/i/web/status/2019238818331979851 https://twitter.com/i/web/status/2019238818331979851"
X Link 2026-02-05T02:37Z 69.8K followers, [----] engagements
"CITI on Nykaa Sell TP Rs [---] EBITDA beat expectations (+5% vs Citi) with margins at 8% (Citi: 7.6%/VA Consensus: 7.3%) on higher BPC gross margins enabled by stellar growth in House of Nykaa owned brands (+65% YoY). Elevated marketing spends have delivered solid annual transacting customer growth (+4mn YoY in BPC) & BPC margins trajectory has improved in recent Qs At 60x EV/EBITDA & 100x P/E on Sep27E valuations are expensive Nomura on Nykaa Upgrade to Buy TP Rs [---] 3Q EBITDA ahead of estimates Growth on track margin improvement across BPC & Fashion to sustain Structural margin levers in"
X Link 2026-02-06T02:28Z 69.8K followers, [----] engagements
"JPM on Kaynes Tech OW TP Rs [----] 3Q missed on both revenues and margins. Revenue grew 22% YY but came in 16%/6% below consensus/JPMe while Ebitda margins expanded 60bps YY to 14.8% but came in 100bps/70bps below consensus/JPMe Order book growth was healthy at 50% YY vs average of 48% in last [--] quarters. Revenue growth was strong in Automotive (44%) while weak elsewhere - Industrial (down 4%) and Railways (down 18%) Believe QQ Ebitda margin contraction came from a decrease in high margin ODM mix to 27% (vs 30% in 2QFY26). Net working capital days increased to [---] days vs [---] in 1H Two key"
X Link 2026-02-06T02:28Z 69.8K followers, [----] engagements
"Nomura on SBI Buy TP raised to Rs [----] 3Q26: Strong all-round performance Better delivery on margins and loan growth vs peers Strong delivery on NIMs; controlled opex and higher other income drive beat on PAT Strong and broad-based loan growth; asset quality remains sanguine At 1.2x Dec-27F BVPS (vs 0.8x in Sep-25) a substantial portion of re-rating has already played out & believe incremental upside from here should be largely earnings-driven rather than multiple-led. CLSA on SBI O-P TP raised to Rs [----] Stronger-than-expected 3Q with core PPOP and PBT beating estimates by 4%-11% & loan"
X Link 2026-02-09T02:07Z 69.9K followers, [----] engagements
"HSBC on Shree Cement Hold TP Rs [-----] 3QFY26 earnings miss; sharply lower volume (+2% y/y) vs industry peers Value over Volume strategy pricing gap vs UTCEM has narrowed RMC investment to increase Cut FY26-28 EPS by 1-2% Jefferies on Shree Cement Downgrade to hold TP cut to Rs [-----] Reported 2nd consecutive 10%+ EBITDA miss with DecQ EBITDA falling 3% YoY Miss was led by both weaker vols (+1%YoY) & pricing (-4% QoQ) - even as Co is trying to balance Value vs Vol growth Now est flat vol growth for FY26 implying 55% Cap Uti. Amid Low CU Mgmt also refrained from guiding expansion plans beyond"
X Link 2026-02-09T02:18Z 69.9K followers, [----] engagements
"Voda idea will be in focus Official disclosure Kumar Mangalam Birla buys Voda idea shares from open market Jan [--] [----] - buys [----] cr shares Feb [--] [-----] - buys [----] cr shares + Emkay upgrade Voda Idea to buy TP raised to Rs [--] from Rs [--] Had discussed potential creeping by promoters in Voda idea in #DStreetChatter few days back with @_prashantnair @Reematendulkar @ShereenBhan https://twitter.com/i/web/status/2020691649912033661 https://twitter.com/i/web/status/2020691649912033661"
X Link 2026-02-09T02:50Z 69.9K followers, [----] engagements
"UBS on BSE Buy TP Raised to Rs [----] Q3 - Market share gain continues Revenue growth remains strong; profit misses forecasts on higher costs Robust options premium ADTO in Q3FY26 Management remains optimistic that the rise in STT rates will have minimal impact on options volumes consistent with past trends though some effect on futures volumes is expected. Efforts are underway to improve liquidity in longer-dated contracts by boosting market participation. Additionally management foresees eventual market recognition of smart order routings benefits for enhanced price discovery despite current"
X Link 2026-02-10T02:24Z 69.9K followers, [----] engagements
"CLSA on Ramco Cements Downgrade to U-P TP cut to Rs [---] Believe recent rally on back of cement price increases is unjustified Reported weak 3Q missing on both volume & profitability & at 1% YoY volume growth was much lower than industry while profitability fell Rs250/t (sharper than peers) to Rs634 While monetisation of non-core assets (land) is a positive it is not enough to offset operational weakness See sharp cuts ahead. Kotak Inst Eq on Ramco Cements Sell TP Rs [---] 3Q EBITDA missed estimates on lower volumes and realizations only partially offset by lower costs Co has laid out details of"
X Link 2026-02-10T02:24Z 69.9K followers, [----] engagements
"Investec on Star Cement Downgrade to sell TP cut to Rs [---] Earnings beat driven by stronger pricing. However mgmt. downward revised their volume guidance for FY26E. Co is looking to expand into North via greenfield expansion; math indicates they wont cover their CoC Planned capacity additions including North total 9MT of GU/6mt clinker with capex of about Rs48b to be largely debt-funded making execution a key monitorable. In addition lower GST is likely to strain STRCEMs cash-flow profile given incentives accounted for c.18% of EBITDA over FY2225 Factoring in capex spike cut target multiple"
X Link 2026-02-10T02:45Z 69.9K followers, [----] engagements
"HSBC on Kalyan Jewellers Buy TP Rs [---] Strong operating leverage-led beat with adj. EBITDA up 52% yoy; Q4 demand trends remain strong Regional brand to be launched in Q4; debt flat QoQ but on track for FY26 guidance; land sale to conclude by H1FY27 Performance strong but recent volatility leads to lower target multiple CITI on Kalyan Jewellers Buy TP cut to Rs [---] from Rs [---] Revenue grew 42% YoY (4% above Citi est) led by 27% SSSG in India. EBITDA/Adj PAT (adj for custom duty impact in base quarter) grew 52%/72% YoY (17%/20% above Citi est) led by better operating leverage procurement"
X Link 2026-02-09T02:18Z 69.9K followers, [----] engagements
"Macquarie on Aurobindo Pharma U-P TP Rs [----] 3Q revenue & EBITDA beat estimates by 4% each; however adjusted PAT missed estimate by 3% Revenue beat was driven by strongerthanexpected performances in US ARV (antiretroviral therapy) & Europe businesses which more than offset lowerthanexpected revenues from RoW & API segment EBITDA beat was largely a function of revenue outperformance. CITI on Aurobindo Pharma Sell TP Rs [----] 3Q ahead c4% beat on EBITDA largely driven by favorable currency continued strength in Europe (+11% CC growth YoY) and ARV (+17% CC growth YoY) Cos flagship US generic"
X Link 2026-02-10T02:26Z 69.9K followers, [----] engagements
"CITI on Apollo Hosp Buy TP Rs [----] 3Q consol revenue/EBITDA at Rs65bn/Rs9.7bn were up 17% and 27% yoy respectively Strong performance was driven by hospitals business which witnessed a 15% yoy revenue growth with EBITDA margin improving 60bps yoy to 24.5% despite greenfield capacities getting added. This was further boosted by a strong HealthCo performance where a 12% yoy reduction in 24/7 costs led to a 210bps margin expansion. Valuations attractive as stock continues to trade below its historical average MS on Apollo Hosp OW TP Rs [----] Consolidated revenue of Rs64.7bn up 17% YoY & in line"
X Link 2026-02-11T02:14Z 69.9K followers, [----] engagements
"MOSL on Ashok Leyland Buy TP Rs [---] Multiple growth drivers in place for a CV cycle revival Earnings beat on better margins and higher other income AL is likely to emerge as a major beneficiary of a pickup in CV demand Over years AL has effectively reduced its business cyclicality by focusing on non-truck segments. Its continued emphasis on margin expansion and prudent control of capex is likely to help improve returns in the long run. Further a net cash position will enable AL to invest in growth avenues in the coming years INCRED on Ashok Leyland ADD. TP Rs [---] 3Q EPS rose 45% yoy to Rs1.9"
X Link 2026-02-12T02:23Z 69.9K followers, [----] engagements
"JPM on Voda Idea Downgrade to UW TP Rs [--] Believe stock outperformance is overdone as IDEA still awaits bank funding to drive next leg of the capex cycle which is crucial to arrest subs losses & move to net adds by investing in the network First capex cycle started from 1QFY25 post the Rs180bn fund raise via FPO which resulted in IDEA being able to arrest subs losses to an extent but it was still not able to drive positive net adds Its target of a 3x increase in Cash Ebitda over [--] years looks aggressive as company is baking in market share gains here vs Bharti/Jio of which we are skeptical"
X Link 2026-02-12T02:44Z 69.9K followers, [----] engagements
"Morgan Stanley Adds Bharti Airtel to APxJ & GEM Focus Lists replacing with Bajaj Finance MS on Bharti Airtel Like for its strong execution & free cash flow generation MS team believe industry repair phase rising ARPUs will continue reaffirmed by recent developments around improving monetization in tariff plans They expect ARPUs to grow by mid-single digits (even without any further tariff support post 2026). Team sees EBITDA rising by high-single to low-double digits for mobile wireless business & 14% for overall India biz Believe India is in a sweet spot in terms of capex cycle. Core India"
X Link 2026-02-13T01:14Z 69.9K followers, [----] engagements
"Nomura on HAL Buy TP Rs [----] Strong operating performance beats est. LCA delivery is a key catalyst in near term; expect a 23% PAT CAGR over FY25-28F Five LCA Mk1A aircraft ready for delivery; nine more built and flown Despite AMCA hiccups execution visibility remains robust in our view Trades at 21x FY28F EPS Jefferies on HAL Buy TP Rs [----] 40% discount to BEL; execution delay priced in Q3 EBITDA was 5% above estimates as revenue was a 3% beat & margins were flat YoY at 24.3% vs expectations of a [--] bps dip. 9M revenues were up 11% YoY vs management guidance of 8-10% growth Believe delivery"
X Link 2026-02-13T02:33Z 69.9K followers, [----] engagements
"HSBC on Honasa Reduce TP Rs [---] delivered robust Q3FY26 results with a 30% EBITDA beat and Mamaearth (ME) growth in teens (base still low Raise EBITDA margin estimates on accelerated delivery leading to 7-18% EPS increase in FY26-28e Margin improvement impressive but growth delivery key Jefferies on Honasa Buy TP Rs [---] Reported an even better 3Q with Mamaearth growth in teens and nearly twice that in younger brands. Interestingly this comes alongside margin expansion. Mgmt sounded confident in its outlook for growth & margins. Honasa's journey has been bumpy but co is steadily emerging from"
X Link 2026-02-13T02:34Z 69.9K followers, [----] engagements
"HSBC on HUL Hold TP Rs [----] Q3 saw 4% underlying volume growth and slight beat on EBITDA; demand trends improving gradually HUL growths guidance for FY27 only mentioned being better than FY26; build 8% vs 4% (adj for demerger) in FY26 FY27e EPS cut by 4% on lower growth and other income Jefferies on HUL Buy. TP Rs [----] HUL mgmt struck a confident tone on its outlook. Importantly mgmt. outlined initiatives focused on speed agility and customisation under Unified India strategy. There is also a push toward portfolio transformation with an intent to take fewer but higher-impact bets. That said"
X Link 2026-02-13T02:35Z 69.9K followers, [----] engagements
"JPM on Info Edge Upgrade to OW TP Rs [----] Core EV/EBitda multiple has de-rated to 21x/18x 1Y/2Y fwd from 30x/25x two months ago. Indeed core classifieds business ex-Eternal/PB Fintech has corrected 26% in last 2M vs Nifty IT -8% Expect Naukri's billing momentum to gradually improve in FY27 to 13% growth vs 11% in FY26E along with some margin expansion. While IT remains soft now contributes only 28% of Naukri billings while GCCs and non-IT are growing faster. Naukri Jobspeak index does show acceleration on a rolling [--] month basis in Jan26 @CNBCTV18News @Reematendulkar"
X Link 2026-02-13T02:32Z 69.9K followers, [----] engagements
"Jefferies on Muthoot fin Buy TP Rs [----] Q3 PAT grew 98%YoY to Rs27bn vs. Rs23bn est. led by interest income write backs. Standalone AUM grew 51% YoY but missed est. due to lower LTV and QoQ dip in tonnage. Core NIMs fell QoQ; opex/ AUM & credit cost surprised positively. Strong gold prices LTV buffer easing of branch expansion norms should support healthy AUM growth This along with steady NIMs lower opex/ AUM & credit costs should drive 17% EPS CAGR 25%+ ROE over FY26-28e CLSA on Muthoot Fin O-P TP Rs [----] Another strong quarter as 3QFY26 NII/PPOP/PAT beat our estimates by 6%-8%. Loan growth"
X Link 2026-02-13T02:33Z 69.9K followers, [----] engagements
"HSBC on Hindalco Buy TP Rs [----] Underlying earnings robust and should continue to improve Large net debt increase partly driven by higher working capital in India which should reverse South32 aluminium production cut guidance highlights tight market Jefferies on Hindlco Hold TP Rs [---] Q3 EBITDA even after adjusting for fire incident at Novelis fell 10% QoQ (inline with JEFe). India business EBITDA rose 7% QoQ but was 5% below JEFe primarily led by weaker-than-expected performance of aluminum business Raise FY27-28 EPS by 6% on higher aluminum prices but are concerned on multiple fire"
X Link 2026-02-13T02:35Z 69.9K followers, [----] engagements
"Jefferies on Indian Hotels Buy TP Rs [---] IHCL clocked DecQ Rev/EBITDA/PAT growth at 12-15% YoY; EBITDA was slight miss on one-off M&A related expenses. Growth was led by both RevPar (+9% YoY) and new biz. Operational/Pipeline room inventory jumped sharply on recent M&A integration. Mgmt expects rev growth to track in low teens in Mar-Q and beyond led by steady high single digit RevPAR & not LFL growth levers MS on Indian Hotels EW TP Rs [---] F3Q26 RevPAR growth of 7% YoY & co is seeing double-digit growth so far in F4Q26. Beyond RevPAR top-line growth will also be driven by management fees new"
X Link 2026-02-13T02:35Z 69.9K followers, [----] engagements
"Bernstein on Insurance Sector Cheaper insurance with deferred commissions; Near-term pain for long-term gain Like Indian life insurers for their modest growth & supportive valuations O-P - Max Fin SBI Life & HDFC Life as Outperform Market Perform - ICICI Pru Life & LIC O-P - PB Fintech for its dominance in key growth segments within insurance industry (term plans health plans) and its strong market position in online insurance sales channel @CNBCTV18News https://twitter.com/i/web/status/2000756681060589907 https://twitter.com/i/web/status/2000756681060589907"
X Link 2025-12-16T02:35Z 69.9K followers, [----] engagements
"Kotak Inst Eqt Model portfolio changes Add Aadhar Housing Finance (150 bps) & Dixon Tech (150 bps) Increase weights on INDIGO (50 bps to [---] bps) & MM (100 bps to [---] bps) Remove Torrent Pharmaceuticals (180 bps currently) Reduce weights on Bharti Airtel (150 bps to [---] bps) and RELIANCE (120 bps to [---] bps). @CNBCTV18News @CNBCTV18Live https://twitter.com/i/web/status/2001479274700902849 https://twitter.com/i/web/status/2001479274700902849"
X Link 2025-12-18T02:26Z 69.9K followers, [----] engagements
"Macquarie on Financials Big changes in Recos Upgrades SBI to O/P from U/P TP Raised to Rs [----] Upgrade Paytm to Neutral from U/P TP Raised to Rs [----] Upgrade HDFC Life to O/P from U/P TP raised to Rs [---] Upgrade SBI Life to O/P from N TP raised to Rs [----] Downgrade Bandhan Bank to U/P from O/P TP cut to Rs [---] Downgrade SBI Cards to U/P from N TP cut to Rs [---] Macquarie on Financials Model 15%+ earnings growth for banks in FY27E on improving margins falling opex and credit costs. Valuations also reasonable. Main view change: PSU banks life insurance. Large PSU banks to deliver sustainable"
X Link 2026-01-12T02:03Z 69.9K followers, [----] engagements
"CLSA on SBI Cards Upgrade to hold from sell TP Rs [---] Co likely to see gradual improvement in credit costs over the next several quarters as asset quality improves. Hurrah Not quite yet Believe investor focus will now shift to operating profit (PPOP) & there are likely to be PPOP cuts going forward This will be driven by the culmination of multiple factors: modest loan growth NIM pressure and slower fee income. Loan growth remains sluggish for the sector and SBIC is no exception. Unless there are more rate cuts by the RBI NIM is likely to decline from 4QFY26 onwards driven by lower yields."
X Link 2026-01-14T02:47Z 69.9K followers, [----] engagements
"CITI on AU Small BK Buy TP Rs [----] Earnings surpassed expectations registering 1.6% RoA underpinned by 25bps NIM expansion 9% qoq (33% yoy) fee growth alongside sharp reduction in credit cost to 1.1% (vs 1.7% qoq). This was partially mitigated by 29% yoy/12% qoq spike in opex (incl labor code impact of Rs198mn). Positively credit cost in MFI plunged to a normalized 1.32% vs 7.6% qoq & in digital unsecured improved to 5.64% vs 9.7% qoq (near normalized levels). 22bps reduction in CoFs 190bps LDR expansion CRR cut and liquidity utilization aided NIM expansion with further scope to optimize"
X Link 2026-01-21T02:06Z 69.9K followers, [----] engagements
"HSBC on SBI Life Buy TP Rs [----] 3QFY26: Robust VNB growth driven by broad-based APE growth across key channels and favourable product mix Its strong execution progress and CAGR of 18% in EV over 2026-28e raise a case of valuation premium to peers Raise VNB by 1-2% over FY2026-28e Bernstein on SBI Life O-P TP Rs [----] Q3 is a seasonally important quarter for SBI Life and they reported healthy set of numbers. New sales grew 24% YoY in Q3. Margins stood at 26.6% (27.9% QoQ 26.9% YoY) for Q3 baking in a GST impact. It continued to guide towards 150bps gross impact on margins for FY27 with better"
X Link 2026-01-29T02:27Z 69.9K followers, [----] engagements
"Chirs Wood Jefferies Make some more adjustments in GREED & fear long-only equity portfolios Investment in MakeMyTrip in both global & international long-only portfolios will be removed & replaced by an investment in the mining company Anglo American Investment in ICICI Bank in international long-only portfolio will also be removed and replaced by an investment in Samsung Life Insurance As for Asia ex-Japan long-only equity portfolio Investment in ICICI Bank will be removed & replaced by an investment in Eternal (Zomato) Investment in Chinas Zijin Mining will be introduced with a 4% weighting"
X Link 2026-02-04T02:26Z 69.9K followers, [----] engagements
"MS on Tata Steel OW TP Rs [---] Standalone EBITDA of Rs77bn missed MSe by 3% driven by lower realizations. Consolidated EBITDA of Rs82bn beat MSe by 5% Adjusted consolidated PAT was Rs28.3bn (MSe Rs20.4bn) Net debt declined QoQ from Rs870bn to Rs818bn Cost savings: Achieved 93% of F9M plan (Rs86bn vs. Rs115bn F2026 target). Policy: CBAM and the Steel Action Plan will lift EU prices materially in [----]. In UK management continues to engage with the government to secure quotas. JPM on Tata Steel OW TP Rs [---] Co well positioned to deliver multi-quarter EBITDA expansion as steel prices trend higher"
X Link 2026-02-09T02:17Z 69.9K followers, [----] engagements
"CLSA on MRF O-P TP Rs [------] Ebitda margin came in 17.2% 66bps above estimate as GM increased by 155bps QoQ led by a softening raw material basket Believe MRF will be able to sustain this gross margin for at least another couple of quarters on back of favourable raw material basket costs Revenue growth of 15% YoY was similar to industry peer APTY driven by robust demand across the OEM and replacement segments. CLSA on Kaynes Upgrade to O-P TP cut to Rs [----] Upgrade after a sharp correction past three months However execution on growth in EMS business commissioning / ramp-up of new projects"
X Link 2026-02-09T02:25Z 69.9K followers, [----] engagements
"UBS on BSE Buy TP Raised to Rs [----] Q3 - Market share gain continues Revenue growth remains strong; profit misses forecasts on higher costs Robust options premium ADTO in Q3FY26 Management remains optimistic that the rise in STT rates will have minimal impact on options volumes consistent with past trends though some effect on futures volumes is expected. Efforts are underway to improve liquidity in longer-dated contracts by boosting market participation. Additionally management foresees eventual market recognition of smart order routings benefits for enhanced price discovery despite current"
X Link 2026-02-10T02:20Z 69.9K followers, [----] engagements
"GS on Neuland Labs Buy TP Rs [-----] 3Q26 below: GDS weaker strong beat at CMS Expect Cos topline to accelerate by c.27.5% CAGR over FY26-28E driven by 1) Monetisation of expanded Unit III for higher supplies of Bempedoic acid on increased production 2) Ramp up in Cobenfy and Qelbree (which was launched in tail of Q3); 3) Launch/approvals of newer niche molecules in Specialty API segment. Accordingly expect co to deliver a high-teens EBITDA CAGR over FY24-28E primarily driven by its more profitable CMS/Specialty API mix. @CNBCTV18News @ekta_batra"
X Link 2026-02-10T02:27Z 69.9K followers, [----] engagements
"HSBC on Escorts Hold TP Rs [----] Tractor performance to remain strong in 1HCY26 while 2H will depend on severity of El Nio impact on monsoon Anticipated benefits from Escorts-Kubota combination postponed to FY30 due to delays in greenfield project Management expects a 6% domestic tractor industry volume CAGR over the next 4-5 years. However any reduction in state government subsidies could compromise this growth outlook CLSA on Escorts O-P TP Rs [----] 3Q Ebitda higher than estimate with Ebitda margin at 13.5% (up 37bps QoQ) led by operating leverage and a rich product mix. However EKL mentioned"
X Link 2026-02-11T02:15Z 69.9K followers, [----] engagements
"HSBC on Eicher M Buy TP Rs [----] Strong operating performance in 3Q; co reiterated its preference of volume growth over margin expansion Royal Enfield to increase annual capacity to 2mn units in phased manner by FY28 up from current 1.2mn units Better than industry growth trajectory justifies premium valuation Management expects demand to maintain momentum but also expects some margin headwinds from commodity cost inflation CLSA on Eicher M O-P TP Rs [----] Sandalone Ebitda margin came in at 26.6% (up 167bps QoQ) almost 200bps above estimate as its gross margin improved 94bps QoQ This was led by"
X Link 2026-02-11T02:15Z 69.9K followers, [----] engagements
"Jefferies on Grasim Buy TP Rs [----] Q3 beat with standal EBITDA at Rs4.8bn (+77% YoY) vs JEFe of Rs4.3bn. Beat was on better VSF and Textile segment perf. VSF EBITDA was higher 48% YoY while Chemicals Segment EBITDA slipped 4% YoY (below est). Paint segment rev was at estimated Rs12.2bn (in line) vs Rs10.8-11bn QoQ with new biz (Paint+B2B) EBITDA loss at Rs3.14bn (largely in line) vs Rs3.18bn QoQ. B2B Ecom rev runrate ahead of guidance at Rs85bn @CNBCTV18News https://twitter.com/i/web/status/2021408052705136961 https://twitter.com/i/web/status/2021408052705136961"
X Link 2026-02-11T02:16Z 69.9K followers, [----] engagements
"MSCI Rejig MSCI STANDARD INDEX Inclusions AB Cap: Likely inflows at $257 m L&T Fin: Likely inflows at $238 m Exclusion IRCTC: Likely outflows at $142 m MSCI SMALL CAP INDEX Inclusions Premier Energies; NSDL; Emcure JSW Cement; Ashapura Mine Canara HSBC Life; Thyrocare Exclusions Gokaldas; Sterlite Tech KNR; J kr Infra; VRL Logistics Ashoka Buildcon; Anup Engineering Chemplast Sanmar; Websol Energy Kaveri Seed; Zaggle; Symphony @CNBCTV18News @CNBCTV18Live https://twitter.com/i/web/status/2021421729227341846 https://twitter.com/i/web/status/2021421729227341846"
X Link 2026-02-11T03:11Z 69.9K followers, [----] engagements
"CLSA on Hindalco O-P TP Rs [----] Stock may be affected in near term due to weak one-off driven Novelis results Expect adj. Ebitda/t to expand in 4Q & beyond (3Q: US$430) on no tariff impact spread expansion and cost savings. However reported Ebitda/ PAT would be weighed down for at least another couple of quarters due to one-off Oswego fire impact Delayed insurance recovery and ongoing capex would necessitate another US$200m equity infusion from parent while a rise in working capital would also impact FCF HSBC on Hindalco Buy TP Rs [----] Oswego Fires dent an otherwise strong operating"
X Link 2026-02-12T02:20Z 69.9K followers, [----] engagements
"Nomura on Lupin Buy TP Rs [----] Acquired VISUfarma a portfolio co of global healthcare specialist investor GHO Capital for an enterprise value of EUR190mn. VISUfarma is a specialty ophthalmology company based in Europe Co expects a turnover of EUR54mn in CY25E with 30% EBITDA margin post integration implying EV/sales of 3.5x and EV/EBITDA of 11.7x based on CY2025 co est. Acquisition shall be funded through existing cash on the balance sheet. Lupin expects the acquisition to be completed by end-2025E. @CNBCTV18Live"
X Link 2025-09-30T02:40Z 69.9K followers, [----] engagements
"JPM on DR Reddys UW TP Rs [----] Co received a Complete Response Letter (CRL) from USFDA for its biosimilar Denosumab developed by Alvotech following a facility inspection While this regulatory setback does not impact near-term earnings it delays Dr. Reddys entry into the US biosimilars market & opportunity to build commercial experience ahead of its key pipeline assets such as Abatacept which accounts for 10% of our FY28 earnings estimates Notably this is not first regulatory setback for Dr. Reddys biosimilar portfolio as co also received a CRL for its biosimilar Rituximab in April 2024"
X Link 2026-01-02T02:35Z 69.9K followers, [----] engagements
"CITI on DR Reddys Sell TP Rs [----] 3Q numbers were ahead of expectations as gRevlimid continued to contribute meaningfully (c.U$90m+ in our view) which management expects to come down completely in the coming quarter. Non-US markets reported solid numbers (partly on currency) & company was also upbeat on outlook though management commentary on expenses (YoY growth in SG&A in FY27E and 78% spend on R&D) may weigh on consensus estimates. Commentary was mixed on Semaconfident on a launch in Feb-May in Canada but prices may not remain healthy beyond initial launch period. CLSA on DR Reddys Upgrade"
X Link 2026-01-22T02:37Z 69.9K followers, [----] engagements
"Brokerages on Adani Green Jefferies on Adani Green Buy TP cut to Rs [----] Dec Qtr EBITDA 21% lower than expectations as curtailment of solar power & lower utilisation in wind impacted generation Lower FY26E EBITDA by 7% & FY27E-28E by 1-2%. Absolute EBITDA rose 19% YoY driven by 35% YoY generation growth. Capacity addition was [---] MW in Dec Qtr and [--] GW in 9MFY26. Managements [--] GW addition target in FY26E leaves scope for surprise to estimates of [---] GW. Bernstein on Adani Green U-P TP Rs [---] Execution continued at record pace adding [---] GW in Q3 and [--] GW in first [--] months. However pain from"
X Link 2026-01-27T01:55Z 69.9K followers, [----] engagements
"Nomura on GE Vernova Buy TP Rs [----] All-round performance drives 41% beat on earnings est. Margin guidance lifted; buoyant demand outlook Trades at 40x FY28F earnings Raise FY28 EPS by 9% to factor in faster ramp-up in HVDC project execution & slower than expected pricing power dilution. @CNBCTV18Live https://twitter.com/i/web/status/2016699915741909291 https://twitter.com/i/web/status/2016699915741909291"
X Link 2026-01-29T02:28Z 69.9K followers, [----] engagements
"Jefferies on SBI Cards Hold TP Rs [---] Q3 core PAT rose 37% YoY to Rs [---] bn 5% ahead of JEFe on lower provn. Net slippages fell QoQ & credit cost surprised positively but receivable & fee income growth disappointed. Stress is abating & expect credit cost to decline over FY26-28e. However falling spends to receivables conversion efforts to de-risk portfolio should weigh on receivables growth and revolver mix which would dampen earnings. HSBC on SBI Cards Downgrade to reduce TP cut to Rs [---] SBICARDs extreme risk aversion is likely to lead to persistent pressure on its AUM growth and"
X Link 2026-01-29T02:29Z 69.9K followers, [----] engagements
"Nomura on Tata M CV Buy TP Rs [---] Q3 ASPs miss on adverse mix Price hikes should cover costs; strong growth outlook Key risks 1) in case economic recovery is slower freight rates could decline due to higher supply 2) IVECO turning FCF-negative. Nomura on BKT Neutral TP Rs [----] Demand recovery to be gradual 3Q ahead of est; Macro challenges remain key risk to a potential demand recovery Valuation in fair value zone at 14x FY27F EV/EBITDA @CNBCTV18Live @sudarshankr https://twitter.com/i/web/status/2017064167010947138 https://twitter.com/i/web/status/2017064167010947138"
X Link 2026-01-30T02:35Z 69.9K followers, [----] engagements
"CLSA on Bharti Airtel O-P TP Rs [----] 3Q consolidated revenue/Ebitda of Rs540bn/Rs308bn were up 4% QoQ/20-25% YoY. India revenue/Ebitda growth of 1-2% QoQ/14-21% YoY was in line while Africa was a positive surprise. India mobile revenue/Ebitda were up 2% QoQ/9-12% YoY. Bharti gained 5.2m QoQ/21m YoY 4G/5G data subs and Arpu of Rs259 up 1% QoQ/5% YoY was 21% higher than Reliance Jios. Bhartis 9MFY26 consol. free cashflow was high at Rs478bn/US$5.5bn after leases and capex of Rs315bn/US$3.6bn and gearing was low at 1x Jefferies on Bharti Airtel Buy TP Rs [----] Q3 broadly in line with subscriber"
X Link 2026-02-06T02:30Z 69.9K followers, [----] engagements
"CITI on Aurobindo Pharma Sell TP Rs [----] USFDA has concluded inspection at Cos Eugia III injectable facility with [--] observations As per co observations are procedural in nature & will be responded within stipulated time Facility is currently classified as OAI (Official Action Indicated) since May [----] & its resolution is crucial for growth of generic injectable business Though yet to access Form [---] letter number of observations appear concerning & any adverse finding may further delay resolution @CNBCTV18News @ekta_batra https://twitter.com/i/web/status/2020685361543004634"
X Link 2026-02-09T02:25Z 69.9K followers, [----] engagements
"UBS on Bosch Sell TP Rs [-----] Muted show in Q3 Q3 Non-mobility segment dampens overall revenue growth Key earnings call takeaways 1) Co plans on bringing e-axles for electric vehicles as a part of its portfolio and is in discussions with several OEMs; 2) Management expects robust LCV and HCV demand to remain strong going forward; [--] ) Cos current dealer network stands at [----] with c.25K retail touch points present across [----] cities in India; 4) Bosch continues to face challenges in its power tools division affected by intense price pressure stemming from Chinese competition @CNBCTV18News"
X Link 2026-02-10T02:30Z 69.9K followers, [----] engagements
"UBS on Bosch Sell TP Rs [-----] Muted show in Q3 Q3 Non-mobility segment dampens overall revenue growth Key earnings call takeaways 1) Co plans on bringing e-axles for electric vehicles as a part of its portfolio and is in discussions with several OEMs; 2) Management expects robust LCV and HCV demand to remain strong going forward; [--] ) Cos current dealer network stands at [----] with c.25K retail touch points present across [----] cities in India; 4) Bosch continues to face challenges in its power tools division affected by intense price pressure stemming from Chinese competition @CNBCTV18News"
X Link 2026-02-10T02:30Z 69.9K followers, [----] engagements
"@CNBCTV18News #DStreetChatter Confirmation Indus Towers Promoter Bharti Airtel Buys Additional [--] Lk Shares Bharti Airtel Has Bought [-----] Lk Shrs From Feb 5-10 @_prashantnair @Reematendulkar @Nigel__DSouza @CNBCTV18News @CNBCTV18Live"
X Link 2026-02-13T08:38Z 69.9K followers, [---] engagements
"@CNBCTV18News Another #Dstreechatter Confirmation Kotak Mahindra Bank Big block deal tomorrow SMBC to exit by selling 1.65% stake Floor price at Rs [----] 4.1% discount Block size at Rs [----] crore @ShereenBhan @_prashantnair @Nigel__DSouza @Reematendulkar @SurabhiUpadhyay @CNBCTV18Live"
X Link 2025-09-09T11:48Z 69.3K followers, [----] engagements
"Nomura on Cummins Buy TP Rs [----] Cost efficiencies being ingrained in growth ethos Raise FY27-28F EBITDA by 2% Est. 18% PAT CAGR over FY25-28F with RoE of 33% BESS to further bolster value proposition of KKCs product offerings Buoyant demand outlook; expectation of private capex revival led by GST cuts @CNBCTV18News"
X Link 2025-09-10T02:32Z 69.3K followers, [----] engagements
"JPM on Industrials & Electric Indias capex growth is now bottoming out at 10% after posting a strong 18-20% growth in years post Covid Deceleration in growth is due to a slowdown in government capex & due to heightened caution in private sector While high growth (20%+) seen post COVID-19 is unlikely anytime soon believe 10-11% growth in capex is very much achievable & sustainable Prefer industrial names with stronger tailwinds & optionality (CG Power) strong & diversified end markets (Cummins India) & possibility of an uptick in margins (Thermax) Initiate Neutral on ABB India TP Rs 5639"
X Link 2025-09-10T02:33Z 69.2K followers, [----] engagements
"CLSA on L&T O-P TP Rs [----] Conf feedback Optimistic on meeting its guidance in FY26 as it had a good start with 1Q E&C orders up [--] %YoY PAT up 31% YoY and 230bps YoY ROE expansion Capex cycle has begun well for L&T with govt doubling capex over FY19-24 and L&T winning large projects. Now L&T is operating on a different plane as a global EPC company with far bigger target market (+64% YTD) to pick-and-choose orders helping its medium-term margin. A big opportunity for FY26 is spread across 12-15 large US$1bn+ projects in the Middle Eastern (ME) & India and margin expansion guidance should"
X Link 2025-09-10T02:34Z 69.3K followers, [----] engagements
"HSBC on Aster DM Buy TP Rs [---] Proposed merger of Aster with QCIL on track to close by 4QFY26; both entities focusing on operational ramp-up QCIL focusing on talent technology and infrastructure (TTI) to drive operational efficiency and higher profitability Sustained growth in Kerala & Bengaluru markets key amid rising competition @CNBCTV18News"
X Link 2025-09-10T02:35Z 69.2K followers, [----] engagements
"MS on Life Insurance Individual new SA growth was stronger than individual APE across most large private players. SBI Life posted strong 73% YoY growth due to sustained strength in new retail protection products launched at the end of F2Q25. HDFC Life's individual new SA growth was 13% YoY while IPRU Life reported a 5% decline"
X Link 2025-09-10T02:36Z 69.4K followers, [----] engagements
"MS on Titagarh OW TP Rs [----] Large tender for passenger business worth Rs210bn CO remains well placed to tap this opportunity given benign competitive environment (current key players include Titagarh Alstom BEML) large capacity strong engineering capabilities & technology support @CNBCTV18News"
X Link 2025-09-10T02:36Z 69.3K followers, [----] engagements
"#Dstreechatter Tega Industries ; Co Apollo to Acquire 100% Stake in Molycop for USD [----] Bn Upfront cash + contingent USD [---] Mn over [--] months. Molycop: Leading global supplier of grinding media with presence in 40+ countries; FY24 revenue USD [----] Mn (13544 Cr). Acquisition expected to close by 31st Dec [----] subject to approvals"
X Link 2025-09-10T12:54Z 69.2K followers, [---] engagements
"@CNBCTV18News #DStreetChatter - Healthcare Global Healthcare Glob. Ent. Ltd ACESO PTE (CVC) Sold 79.4L sh @ Rs [---] Buyers AXIS MF MORGAN STANLEY ASIA PTE NIPPON INDIA MF & PLUTUS WEALTH @_prashantnair @Nigel__DSouza @Reematendulkar @CNBCTV18News @CNBCTV18Live"
X Link 2025-09-11T00:28Z 69.2K followers, [---] engagements
"Kotak Inst Eqt on Trent Reduce TP cut to Rs [----] from Rs [----] GST cuts positively impact a relatively small portion of Trents sales & may have a limited impact on the near-term revenue growth. Trent however continues to add more stores in existing cities indicating that SSSG of existing stores may remain under pressure in near term. Operating margin may however hold up as co continues to realize benefits from firm-wide RFID implementation resulting in superior employee cost efficiency Trim FY2026-28E EPS by 3-7% @blitzkreigm"
X Link 2025-09-11T02:25Z 69.2K followers, [----] engagements
"CLSA on TCS O-P TP Rs [----] Conf takeaways While broader demand commentary remains unchanged versus 1QFY26 management sounded upbeat around revenue opportunity from AI. They said overall IT budgets are likely to expand due to AI providing a net revenue positive effect for TCS. With recent share buyback proposal at INFY think there could be incrementally more pressure at TCS to undertake a share buyback as a confidence building measure amid an overall weak demand environment. TCSs last share buyback concluded in Dec [----] & instead of paying huge special dividend during 3QFY26 believe it may do"
X Link 2025-09-11T02:27Z 69.2K followers, [----] engagements
"Nomura on GAIL Buy TP Rs [---] Tariff hike might give a one-time boost Integrated tariff hike above 20% could be a positive surprise Petchem segment could recover from FY27F onwards GAIL has submitted a request to PNGRB for a tariff increase of 33% to INR78/mmbtu mainly on account of i) higher cost of substitute gas consumed by compressors in pipeline operations as Administered Price Mechanism (APM) gas allocation has been progressively curtailed to zero; ii) the capacity determination of GAILs integrated pipeline by the PNGRB has come out lower than the regulators previous estimate Expect"
X Link 2025-09-11T02:27Z 69.3K followers, [----] engagements
"HSBC In Agro Inputs Sector is regaining health as industry dynamics turn favourable. Outlook by Ag majors appears encouraging 1H2025 performance by major China companies also indicates a bottoming out as revenues grow and inventories reduce Rising fertilisers prices and high interest rates keeps us prudently watchful amid a sector recovery UPL BUY TP Rs [---] @sonalbhutra"
X Link 2025-09-11T02:28Z 69.2K followers, [----] engagements
"Macquarie on Adani Ports O-P TP Raised to Rs [----] from Rs [----] ADSEZ is well positioned to capitalise on India's long-term trade potential given its strategic presence and integration of logistics offerings. Resilience is supported by a diversified port and cargo mix; international volumes and logistics ramp-up would further drive growth. Build in 20%/16% Revenue/EBITDA CAGR over FY25-28E driven by 50%+ CAGR in logistics segment & additions to international portfolio. Raise FY27E/28E EPS by 11.7%/20.0% led by stronger growth in logistics segment & ramp-up of international capacities"
X Link 2025-09-11T02:28Z 69.4K followers, [----] engagements
"Jefferies on Adani Ports Buy TP Rs [----] Management meet takeaways Management guides for [--] bnt cargo volume by [----] led by domestic ports and international expansion. Focus on absolute EBITDA growth vs. volume growth alone was reiterated led by margin expansion and integrated logistics. Management remains confident of achieving 14-19% YoY EBITDA growth in FY26E and 12-14% YoY volume growth. USA tariffs have had limited impact on port volumes as per management. Capital allocation focus remains @CNBCTV18News @VivekIyer72"
X Link 2025-09-11T02:29Z 69.4K followers, [----] engagements
"Cantor on Adani Energy Solutions Assume O-P TP Rs [----] AESL continues to grow across regulated & contracted transmission increasing revenue from smart-meter annuities & enhancing distribution efficiency This growth is supported by a transmission pipeline under development worth Rs [------] billion & a near-term tender pipeline of approximately Rs [---] billion From F2Q26 onward revenue is expected to better reflect assets commissioned through F1Q26 as full-quarter earnings start to flow @CNBCTV18News @VivekIyer72"
X Link 2025-09-11T02:29Z 69.3K followers, [----] engagements
"Avendus on SBFC Fin Upgrade to BUY TP Rs [---] Expect 25p.c loan & earnings CAGR over FY2529 led by selective network expansion gradual uptick in ticket sizes Opex-to-assets is expected to decline to 3.1p.c by FY29 led by front-loaded franchise investments & productivity gains Strong pricing power in MSME lending rising gold loan yields & a lower cost of funds should lift spreads to 8.8p.c in near term @CNBCTV18News"
X Link 2025-09-11T02:43Z 69.2K followers, [----] engagements
"CITI on Autos Continue to prefer Indian PV OEMs over CVs & 2Ws with Maruti being top pick. Believe that GST rate cuts along with late impact of income tax revision and lower interest rates create an environment where broader industry growth could potentially be better than prevailing estimates Base is weaker for PVs vs 2Ws Maruti: TP raised to Rs [-----] M&M: TP raised to Rs [----] Hyundai: TP raised to Rs [----] @sudarshankr @CNBCTV18News"
X Link 2025-09-12T02:23Z 69.2K followers, [----] engagements
"Jefferies on Capital Markets There is immense speculation around extension of expiry for key index derivatives from weekly to fortnightly/ monthly & with/ without same-day expiry While neither is confirmed by SEBI/exchanges run scenarios for BSE & Nuvama These can drive 20-50% cuts to FY27e EPS for BSE and 15-25% for Nuvama With 15% price fall since 9-Jul shift to fortnightly & separate-settlement seems priced in. SEBI's board meeting on 12-Sep will be watched keenly @CNBCTV18News"
X Link 2025-09-12T02:24Z 69.2K followers, [----] engagements
"MS on Infosys EW TP Rs [----] Board approves share buyback of Rs180bn In absolute terms this is largest-ever buyback announcement by Infosys & came in higher than initial estimates of Rs100-140bn. While timelines will be released in due course based on historical experience think it could take 3-4 months to fully execute Given current timing (amid heightened macro uncertainty around tariffs etc) see this as a vote of confidence on stability in F26 guidance in upcoming results @Reematendulkar"
X Link 2025-09-12T02:25Z 69.4K followers, [----] engagements
"HSBC on Paints Demand remains mixed but dealers are hopeful of a festive recovery; push on economy segment continues Market checks also indicate that dealer rebates are similar across brands even as other dealer incentives are variable Premium and Luxury emulsions businesses could recover APNT is geared to urban recovery of these two segments @blitzkreigm"
X Link 2025-09-12T02:26Z 69.2K followers, [----] engagements
"JP Morgan on Pipe Cos Initiate OW on Astral TP Rs [----] Initiate OW on Supreme Ind TP Rs [----] See Sector approaching a demand recovery inflection point Forecast demand turning around in 2Q & a 2H margin recovery SEE prospect of 17-18 % EPS growth over next [--] years with PVC prices as key risk"
X Link 2025-09-12T03:55Z 69.2K followers, [---] engagements
"GS on Havells Buy TP Rs [----] See Co well-placed for growth revival over next few years While Q2 will be disrupted by GST implementation uncertainty would see any share price weakness as opportunity to build on positions in stock While shares have not corrected much believe earnings growth revival can drive up multiples & lead val higher @CNBCTV18News"
X Link 2025-09-15T01:59Z 69.3K followers, [----] engagements
"UBS on LTmindtree Initiate Neutral TP Rs [----] While like Cos recent healthy deal wins & strong positioning for upcoming GenAI cycle are also concerned about its growth underperformance to mid-cap peers its ability to achieve margin targets and high client concentration risk Also wrestle with whether LTIM should be considered a mid cap or a large cap as it has characteristics of both & market cap is currently c16% above Tech Mahindra's Valuations also straddle two categories (28x vs large caps at 20-22x and mid-caps at 30-40x). @Reematendulkar"
X Link 2025-09-15T02:01Z 69.3K followers, [----] engagements
"UBS on Mhpasis Initiate Buy TP Rs [----] Like largely due to potential recovery in revenue growth in near term which is not entirely priced in. Headwinds from a large customer (DXC) subsidiary (Digital Risk DR) & vertical-specific issues have largely eased Expect revenue growth should accelerate (UBS FY25-28E CAGR of 10% vs 2% in FY22-25) Current valuations although at a premium to three-year average price in a 7-8% revenue CAGR over FY25-30 vs est. of 11% for that period. @Reematendulkar @CNBCTV18News"
X Link 2025-09-15T02:01Z 69.3K followers, [----] engagements
"DAM Cap on Northern Arc Initiate Buy TP Rs [---] Stock trading at an attractive valuation of 0.9x on FY27e book & 6.8x on FY27e earnings Increasing share of direct to customer lending coupled with easing interest rate environment would ensure margin expansion. In addition to this fund management & placement business would enhance fee income going ahead and thereby RoAs could enhance further Expect asset quality headwinds (particularly MFI) to also abate from 2H of FY26 and expect a normalcy from FY27 onwards. Culmination of all these factors will ensure healthy improvement in earnings & thereby"
X Link 2025-09-15T02:04Z 69.3K followers, [----] engagements
"Upgrade on Autos HSBC Led by GST-driven price cuts factor in 200-300bp higher CAGR over next 4-5 years Maruti BUY TP raised to Rs [-----] Hyundai Buy TP Raised to Rs [----] TVS BUY TP Raised to Rs [----] M&M Buy TP Raised to Rs [----] Ather Buy TP Raised to Rs [---] Incred on Autos Upgrade Apollo Tyres Escorts Kubota & M&M to ADD & Tata Motors to HOLD Nomura on Autos Prefer MM Hyundai TVS & AL @sudarshankr @CNBCTV18News"
X Link 2025-09-15T02:39Z 69.3K followers, [----] engagements
"Jefferies on Pharma key takeaways for US Gx for month are 1) Cipla continues to gain market share (ms) in Albuterol maintains ms in hydrocortisone injectable & lanreotide 2) Sun maintains double-digit YoY growth in Ilumya and Cequa 3) Dr. Reddy's loses share in gVascepa and gCiprodex 4) MS in gRevlimid largely stable 5) Generics enter gEntresto with Alkem having the highest ms. @ekta_batra @CNBCTV18News"
X Link 2025-09-16T02:10Z 69.4K followers, [----] engagements
"@CNBCTV18News #DStreetChatter Confirmation Gujarat Fluorochemicals Promoter entity to sell 13l shares Floor price Rs 3500/sh Deal Size $51.7m Lock up - [--] days @_prashantnair @Reematendulkar @SurabhiUpadhyay @CNBCTV18News @CNBCTV18Live"
X Link 2025-09-16T15:49Z 69.3K followers, [----] engagements
"Nomura on Prestige Estates Initiate Buy TP Rs [----] Doing all things right: Transforming into a pan-India player while building a solid annuity-plus-hotel portfolio Expect FY26F pre-sales at INR290bn (+70% y-y vs guidance at INR260bn) with upside risks Superior execution capability should help scale up cos annuity & hotel EBITDA by 4-5x over next 4-5 years Expect net debt/equity to remain stable Downside risks: a slowdown in the Bangalore real estate (RE) market or weaker-than-expected leasing of annuity assets. @sonalbhutra @CNBCTV18News"
X Link 2025-09-17T01:55Z 69.4K followers, [----] engagements
"UBS on Avenue Supermart Buy TP raised to Rs [----] Remain bullish 1) Growth set to accelerate 2) Strengthening its own ecommerce 3) Winning business model 4) Large structural growth opportunity Think multiples could even expand if DMart sustains revenue growth above 20% @blitzkreigm @CNBCTV18News"
X Link 2025-09-18T02:11Z 69.3K followers, [----] engagements
"UBS on Avenue Supermart Buy TP raised to Rs [----] Remain bullish 1) Growth set to accelerate 2) Strengthening its own ecommerce 3) Winning business model 4) Large structural growth opportunity Think multiples could even expand if DMart sustains revenue growth above 20% @blitzkreigm @CNBCTV18News"
X Link 2025-09-18T02:12Z 69.3K followers, [----] engagements
"CITI on Sun Pharma Buy TP Rs 2180; add to Pan Asia Focus list Forecast revenues for SUNs innovation business rising to $3.2bn /c31% of total in FY30E (vs US$1.2bn / c20% of total in FY25) backed by a) comprehensive formulary coverage (Leqselvi); b) clear edge in clinical profile especially in safety (Leqselvi & Unloxcyt); c) Ilumyas potential approval in PsA & its expansion in US Medicare market where PsA is as big as PsO & Ilumya is only covered IL-inhibitor in part B FY27/28E EPS are c10/18% ahead of consensus Valuations have corrected to undemanding levels of c0.8sd above mean following"
X Link 2025-09-18T02:12Z 69.4K followers, [----] engagements
"MS on Yes BK UW TP Rs [--] SMBC completes initial acquisition of 20% stake in Yes Bank Signed a definitive agreement to acquire an additional 4.2% stake from CA Basque Investments (Carlyle) Near-term maintain UW given view of a gradual recovery in profitability @CNBCTV18News"
X Link 2025-09-18T02:15Z 69.4K followers, [----] engagements
"Nomura on Oil & Gas Crude oil prices fall on rising OPEC+ supplies INR depreciation may impact margins for OMCs and CGDs Sharp drop in benchmark Singapore GRM may not impact India refiners much For OMCs fuel marketing margins have come off from record highs in 1QFY26 & remain healthy at above Rs 6/liter Buy on all three OMCs (HPCL IN BPCL IN and IOCL IN) and expect BPCL to be best placed Believe lower LNG prices will be positive for PLNG & Gujarat Gas GAIL & CGD peers such as MGL & IGL should also benefit from lower LNG prices @sonalbhutra @CNBCTV18News"
X Link 2025-09-18T02:15Z 69.3K followers, [----] engagements
"Nuvama on Saregama Buy TP Rs [---] Management meet Key insights i) SIL to invest Rs7bn in new music content over next two years targeting a 2530% share in incremental music content ii) Investments to only have a fourfive year payback & 26% IRR using predictive AI model & decentralised decision-making iii) Music to expand at a 2023% CAGR while Live events to grow at a 2530% CAGR Indian paid music subscription is currently 8mn (1% penetration) and underpenetrated compared with the global landscape. As free streaming consolidates remaining platforms are likely to accelerate paid subscriber growth"
X Link 2025-09-18T02:16Z 69.3K followers, [----] engagements
"Emkay on Minda Corp Initiate Buy TP Rs [---] A 'Spark' for structural outperformance MDAs vision of becoming a leader in automotive solutions its accelerated R&D spends (4.3% in FY25 vs 10Y average of 1.6%) & its market acumen have helped deliver a strong performance @CNBCTV18News @sudarshankr"
X Link 2025-09-18T02:16Z 69.3K followers, [----] engagements
"Jefferies on JSW Energy Buy TP Rs [---] Management is confident of achieving 4.4-4.9 GW capacity addition in FY26E which compares to our assumption of [---] GW. Strategy [---] is spearheading its FY25-30E journey of 2.8x rise in capacity to [--] GW and is expected to drive 4x+ jump in reported FY25 EBITDA by FY30E. Despite near term concerns power demand should normalise to 6% CAGR over FY27E-30E Believe JSWE should deliver 42% EBITDA CAGR over FY25-28E"
X Link 2025-09-19T02:29Z 69.4K followers, [----] engagements
"Jefferies on Adani Green Buy TP Rs [----] Management reinforced confidence in its journey to raise capacity 3.5x from [--] GW in FY25 to [--] GW by [----]. Improving net debt:ebitda trends also remain underway Estimate [---] GW addition in FY26E and [---] GW in FY27E. Guidance of [--] GW addition in FY26E was reiterated which gives upside scope to estimates if achieved Valuations are at a 63% discount to their Jan. [----] peak 1-yr forward EV/EBITDA which creates room for upside on execution @VivekIyer72 @CNBCTV18News"
X Link 2025-09-19T02:30Z 69.4K followers, [----] engagements
"Special programming start at [---] am only on @CNBCTV18News @CNBCTV18Live New GST regime rolls out Festive period kicks off H1B rule Change unsettles IT JP Morgans Investor conference begins Network18s Reforms Reloaded dialogue with key policy makers starts today Packed Day Super Charged shows @ShereenBhan @_prashantnair @Reematendulkar @Nigel__DSouza"
X Link 2025-09-22T01:33Z 69.3K followers, [----] engagements
"BoFA Sec on Voltas U-P TP Rs [----] Near-term weakness persists: weak summer high inventories deferment in demand to weigh on Q2 and FY26 volumes Recovery hopes priced in: festive/GST tailwinds may aid 3Q but industry could still see 5-12% contraction for full year FY26 Valuations full: at 42x FY27E P/E stock looks expensive; may see better entry closer to summer [----] with clearer visibility @CNBCTV18News"
X Link 2025-09-22T01:58Z 69.3K followers, [----] engagements
"CLSA on IT H1B fee hike to have limited impact See up to a 6% hit to FY27 earnings of Indian IT cos under coverage assuming entire burden on fresh applications is borne by them & not shared with clients & they continue to file a similar number of fresh applications as avg. over past three years Believe actual hit should be lower than scenario LTIM & PSYS are seeing highest impact at c.6% while TCS lowest at around 1% @CNBCTV18News"
X Link 2025-09-22T02:00Z 69.4K followers, [----] engagements
"Nomura on IT US administration introduces one-time fees of USD100k for new H1B applications Est. worst case impact of 10-100bp on margins for coverage universe Any sharp correction is an opportunity to accumulate Top picks are Infosys & Cognizant (in large caps) Coforge (in midcaps) & Firstsource (in small caps) @CNBCTV18News"
X Link 2025-09-22T02:00Z 69.4K followers, [----] engagements
"BoFA Sec on Knowledge Realty Trust Initiate buy TP Rs [---] Key features i) most geographically diverse ii) high exposure to GCCs & low to IT services iii) healthy BS with c.20% leverage iv) high exposure to floating debt iii) Sponsored by Blackstone & Sattva. Recent SEBI update to grant equity status to REITs is likely to help widen investor base. @CNBCTV18Live"
X Link 2025-09-22T02:01Z 69.3K followers, [----] engagements
"Nomura on JSW Steel Remain positive largely given Upcoming capacity to align with a cyclical recovery (adding 7MT by FY28F at a 5% CAGR over FY24-28F) Raw material backward integration (working towards becoming 50% self-reliant in iron-ore) Co looks better placed than integrated players (expect domestic iron ore prices to remain below import parity prices) @Nigel__DSouza @CNBCTV18Live"
X Link 2025-09-23T02:31Z 69.4K followers, [----] engagements
"Nomura on JSPL Remain +ve largely on a/c of Upcoming capacity addition (adding 6.3MT by FY27F) which should increase share of flat products in its volume mix (around 65% post-expansion vs 20% in FY23) Enhanced raw material integration Possibility of cost reduction after commissioning of pellet & captive power plants @CNBCTV18News @Nigel__DSouza"
X Link 2025-09-23T02:31Z 69.3K followers, [----] engagements
"Nomura on Hyundai Buy TP Rs [----] HMC investor day takeaways HMI volumes to grow at 9% CAGR over CY25-30E; may need to raise capacity Strong model pipeline with multiple launches ahead Advancing hybrid and EV tech along with software Est export margins for HMI are stronger than domestic margins & thus a rising export mix should support margins This should drive a 27% EPS CAGR for HMI over FY26-28F. @CNBCTV18News @sudarshankr"
X Link 2025-09-23T02:32Z 69.4K followers, [----] engagements
"Macquarie on Marico O-P TP Rs [---] Marico sees diversification through digital brands/ foods scale up premiumisation-led growth in international and GST cut aiding hair oils growth. It is confident on digital portfolio FY27 exit ARR reaching 2.5x FY24 levels and reiterated target of double-digit Ebitda margin in FY27. See resultant margin resilience & belief of GST cut-led faster recovery in hair oils structurally aiding medium-term growth outlook. @blitzkreigm @CNBCTV18News"
X Link 2025-09-24T02:17Z 69.3K followers, [----] engagements
"GS on Ashok Leyland Downgrade to N TP Rs [---] See limited upside after recent rally Thesis around pickup in mix towards higher tonnage vehicles & improving margin environment for CV industry is now more accurately reflected in current stock price With a broader economy wide shift away from capex and towards consumption expect car volume growth to exceed CV volume growth over next [--] months @sudarshankr @CNBCTV18News"
X Link 2025-09-24T02:18Z 69.3K followers, [----] engagements
"GS on Maruti Upgrade to Buy TP Raised to Rs [-----] To factor in Potential pickup in market for entry level cars post GST cuts & price changes Resumption of new model launches after a gap of [---] years with Victoris SUV + eVitara Favorable exposure to pay commission in upcoming auto demand cycle Relatively low CO2 risk vs peers heading into CAFE [--] regime in FY28E @CNBCTV18News @sudarshankr"
X Link 2025-09-24T02:19Z 69.4K followers, [----] engagements
"Investec on Maruti Buy TP Raised to Rs [-----] Well placed to benefit from anticipated demand upturn driven by GST rate rationalisation & monetary easing measures Recent launch of Victoris should strengthen Marutis presence in fastgrowing mid-size SUV space Additionally implementation of 8th pay commission from [----] should help Maruti (as 15% MSIL customer base is government employees). Exports to remain robust driven by healthy demand for SUVs (such as Fronx Jimny) ramp-up of E-Vitara production and expanding presence in various geographies. Val of 29x FY27E P/E vs 5Y avg of 28x is supportive"
X Link 2025-09-24T02:21Z 69.4K followers, [----] engagements
"MS on Swiggy OW TP Rs [---] Swiggy's board approved sale in Rapido for Rs24bn; strengthening its balance sheet & in line with management commentary Board also approved Swiggy transferring its Instamart business into a wholly owned step down subsidiary on a slump sale basis. As per co this proposed transfer would help create an efficient and more focused entity for the quick commerce business @CNBCTV18News @blitzkreigm"
X Link 2025-09-24T02:29Z 69.4K followers, [----] engagements
"Nuvama on Minda Corp Buy TP Rs [---] Minda's Vision [----] meet Highlights i) [----] revenue/ EBITDA target of INR175bn/21bn implies a CAGR of 28%/30% over FY2530E ii) Incremental revenue over FY2530E to be aided by growth in existing business premiumisation higher exports new products and other opportunities iii) Premiumisation to be driven by growth in the Smart Access Cockpit Electronics and EV Harness segments. iv) By FY30E revenue share of PVsshall expand to 25% (14% in FY25) 2/3Ws to fall to 40% (47%) and CVs to dip to 25% (28%) @CNBCTV18News @sudarshankr"
X Link 2025-09-24T02:30Z 69.4K followers, [----] engagements
"Macquarie on Financials Banks face two issues this quarter: Sharp margin compression and weak loan growth. YES Bank stake sale could provide some cushion. Credit costs to remain elevated. Earnings growth for most banks will remain pretty muted and in some cases may decline. Tactical pair trades for 2QFY26 1) Long HDFCB/ICICI; short IIB 2) Long PFC/REC; short MMFS 3) Long AB Capital; short SBI Cards @CNBCTV18News"
X Link 2025-09-25T02:11Z 69.4K followers, [----] engagements
"CITI On SBI Resume Buy TP Rs [----] For FY26-27E continue to build in loan growth of 13-14% yoy calc. NIMs on IEA at 2.8-2.9% and stable credit cost of 40-45bps. As a result expect it to deliver ROA of 1% and ROE of 14-15% over FY26-27E SBI is preferred pick within PSU banks @CNBCTV18News"
X Link 2025-09-25T02:12Z 69.3K followers, [----] engagements
"Nomura on Glenmark Pharma Neutral TP Rs [----] Announced an in-licensing agreement with Hengrui Pharma for Trastuzumab Rezetecan an oncology ADC (antibody drug conjugate) drug Under the agreement Glenmark will obtain exclusive rights to develop & commercialise product largely in India & select emerging markets As part of agreement Glenmark shall make an upfront payment of $18mn Hengrui is also eligible for regulatory & commercial milestone payout of up to $1.1bn Think Trastuzumab Rezetecan will be largest contributor to cos target to get to $350-400m in innovation drug revenues in next 5-7"
X Link 2025-09-25T02:12Z 69.4K followers, [----] engagements
"Nomura on HAL Buy TP Rs [----] Ministry of Defence (MoD) has signed a contract with Hindustan Aeronautics (HNAL) for procurement of [--] LCA (Light Combat Aircraft) Mk-1A aircraft worth INR624bn As part of contract 68/29 fighters/twin seaters and associated equipment will be procured Delivery of aircraft will commence in FY28 & would be completed over a period of six years With receipt of this order est. HNALs order book to amount to INR2.45tn by the end of 2QFY26F @CNBCTV18Live"
X Link 2025-09-26T02:18Z 69.4K followers, 13.5K engagements
"Nomura on Titan Initiate buy TP Rs [----] Headwinds largely behind; sales growth and margins reset to new normal levels 2QFY26F likely to be weak but provides good entry point; we expect a recovery from 2H Strong structural story intact; better placed vs domestic peers on a risk-weighted basis Value at 60x Sep-27F EPS largely in line with its past 10-yr average trading multiple Forecast an EPS CAGR of 24% over FY26-28F @blitzkreigm @CNBCTV18News"
X Link 2025-09-26T02:18Z 69.4K followers, [----] engagements
"HSBC on Pharma US administration announces 100% tariff on imports of patented drugs from [--] Oct unless firms build plants locally Among Indian companies only Sun Pharma has sizeable sales from patented drugs in the US (c17% of FY25 revenue) Await clarity on tariffs flows but expect limited impact: 8-10% risk to FY27e EPS for Sun (Buy TP Rs 1850) in worst case scenario @CNBCTV18News"
X Link 2025-09-29T01:44Z 69.4K followers, [----] engagements
"MS on HUL EW TP Rs [----] Consolidated business growth to be flat to low single digits (vs. 5% & 2% revenue growth in 1QF26 and 2QF25) This is below market expectations. Owing to GST rate cuts there is transitory impact as retailers and distributors are clearing existing inventories with older prices per co On other hand consumers have delayed their pantry buying Thereby September sales have been affected which the company expects to continue in October given the existing inventory in the pipeline. Management expects recovery starting in November as prices stabilize @CNBCTV18News @blitzkreigm"
X Link 2025-09-29T01:45Z 69.4K followers, [----] engagements
"CLSA on Payments Indian payments sector has been quite an attractive one for investors given its hyperbolic growth trajectory over the past few years. Person-to-merchant (P2M) payments grew at a 35%+ Cagr from FY20-24 driven by UPI and credit cards Believe many investors still carry the notion that the payments sector is growing at that rate. Sadly it is not. UPI P2M transaction growth is down from 50%+ a year ago to 20-25% now. Credit card spending growth is only c.15% now vs 25% through to FY24. With P2M payments penetration at 40% of consumption GDP in FY25 expect growth to moderate over"
X Link 2025-09-29T01:46Z 69.4K followers, [----] engagements
"CLSA on Steel Indian steel stocks have defied expectations by outperforming broader index over past year despite consistent earnings downgrades This divergence is primarily driven by investor optimism surrounding a potential recovery in China and resilient domestic demand. With Chinese steel spreads at multi-quarter lows and Indian steel prices trading below import parity investors appear to be positioning for a margin recovery led by price improvements. While structural caution remains despite elevated valuations immediate downside catalysts seem limited. @Nigel__DSouza @CNBCTV18News"
X Link 2025-09-29T01:46Z 69.4K followers, [----] engagements
"BoFA Sec on L&T Downgrade to U-P from Buy TP Rs [----] Outperformance leaves little upside potential (STK up 10% in [--] Months) Hyderabad metro exit: earnings/ROE accretive (upgrade FY26-28 earnings est. by 3-4%) Going ahead RoE expansion could be achieved through buybacks ($2.6bn of surplus cash) & continued margin/working capital improvements (tough incrementally) Risk - Domestic capex losing steam & lower crude @VivekIyer72 @CNBCTV18News"
X Link 2025-09-29T03:24Z 69.4K followers, [----] engagements
"EMKAY on Ethos Buy TP Rs [----] Best play on Indian Luxury growth story Key expansion roadblocks (people capital & real estate) are resolved RoIC should improve See scope for a 600bps increase over FY25-28E Valuations at 40x/30x FY27E/28E EPS attractive @CNBCTV18News @blitzkreigm"
X Link 2025-09-29T03:24Z 69.4K followers, [----] engagements
"HSBC on Indus Tower Initiate Reduce TP Rs [---] Growth muted as Airtels rollout slows & Vi demand is uncertain; case studies indicate a lack of pricing power Scenario analysis suggests bull case is already priced in TP implies EV/EBITDA of 5.4x for FY26e & 5.2x for FY27e Key upside risks include 1) major capital raise by Vi which boosts tenancy growth outlook; 2) higher-than-expected lease rentals @Reematendulkar @CNBCTV18News"
X Link 2025-09-30T02:04Z 69.4K followers, [----] engagements
"Jefferies on Welspun Living Hold TP Rs [---] In its first analyst meet after imposition of 50% tariffs mgmt. highlighted significant near-term challenges in its US business. With a focus on market share Welspun has absorbed 25% tariffs while the rest is being borne by customers. This would entail a washout of profitability in the short term and 15-20% decline in US revenues. Mgmt. is confident of a recovery once 25% tariff penalty is withdrawn and is working on several cost measures @CNBCTV18News"
X Link 2025-09-30T02:39Z 69.4K followers, [----] engagements
"Nomura on Anant Raj Buy TP Rs [---] NDR takeaways Believe investors had strong interest in data center theme in India On Anant Raj investors liked cos early start in DC segment & relatively lower capex cost while concerns were more around competitive pressure risks & technical capabilities Management was positive about sector tailwinds for DC business Leasing of FY26F DC capacity remains on track and targetting FY26 DC revenues of Rs 1.5-2bn FCF from real estate segment could be used to fund data center segment capex. Management sees visibility for 8-10 years for real estate segment"
X Link 2025-09-30T02:39Z 69.4K followers, [----] engagements
"CITI on Sun Pharma Buy TP Rs [----] MFN Overhang is Removed with Pfizer Deal Existing drug prices in Medicare & Commercial segments havent been touched removing a key overhang on SUN Pharmas Ilumya (key specialty drug). As risk of tariffs on patented drugs already abated following White Houses clarification two key geopolitical risks (tariffs and MFN) on Sun Pharma now appear to been substantially abated. @ekta_batra @CNBCTV18News"
X Link 2025-10-01T02:05Z 69.4K followers, [----] engagements
"CLSA on Nazara Tech U-P TP Rs [---] Governments new online gaming law has barred all online money games from [--] Oct [----]. Fantasy sports rummy and poker gaming companies were already reeling under 28% GST. However government will continue to promote esports and other online games. Nazara in Jan-25 paid Rs8bn to acquire a 46% stake in PokerBaazi. Nazars will take a hit in PokerBaazi its ownership in fast-growing e-sports subsidiary Nodwin has fallen below 50%. In 1QFY26. Nodwin had accounted for 70% of Nazara e-sports revenue which was up 17% YoY. Nazara stock valuation is expensive at 48x FY27CL"
X Link 2025-10-01T02:05Z 69.4K followers, [----] engagements
"CLSA on Gold Financiers Muthoot Fin O-P TP Raised to Rs [----] Manappuram Fin O-P TP raised to Rs [---] Gold prices are up 20% QoQ highest-quarterly increase in the past several quarters. Muthoots & Manappurams (MGFL) loan-to-value (LTV) ratios at end-June were 62%/57% below their long-term averages. Also RBI has allowed lenders to increase LTV on lower-ticket gold loans. A combination of a sharp gold price increase gradual LTV increase & steady tonnage growth means we meaningfully increase our AUM growth estimates Believe Muthoot can deliver a 23% AUM & 37% PAT Cagr over FY25-27CL Upgrade"
X Link 2025-10-01T02:06Z 69.4K followers, [----] engagements
"SHAILY Engineering LIGHTHOUSE INDIA FUND III sold [----] lk shares (2.90%) MOTILAL OSWAL MUTUAL FUND bought [----] lk shares (0.71%) STALLION ASSET bought [---] lk shares (0.54%) at Rs 2134/share @CNBCTV18News @CNBCTV18Live"
X Link 2025-10-08T01:52Z 69.4K followers, [----] engagements
"Nomura on Tata Motors Neutral TP Rs [---] 2QFY26F: Expect JLR EBIT margin around 1% Volume disruption could drag JLR FCF down by GBP750mn; expect recovery in FCF as production picks up Expect JLR EBIT margins may come down to 0.9% for 2QFY26F stock is currently trading at 4.9x FY27F EV/EBITDA. @CNBCTV18News @sudarshankr"
X Link 2025-10-08T02:30Z 69.4K followers, [----] engagements
"Nomura on Lodha Developers Buy TP Rs [----] 2QFY26 presales: in line with estimates Co has achieved 43% of its FY26F pre-sales guidance in 1HFY26 (within the 42%-45% range it guided in 1QFY26 earnings call). Overall co maintains its FY26E pre-sales guidance of INR210bn which pegs presales of INR120bn in 2HFY26E (+29% y-y vs 2HFY25) Co believes this can be achieved on back of its robust launch pipeline of +INR100bn for 2HFY26E @CNBCTV18Live"
X Link 2025-10-08T02:31Z 69.4K followers, [----] engagements
"CLSA on PVR O-P TP Rs [----] Indian gross box office collections up 20% YoY YTD & festive season ahead should help to allay concerns over structural risks for multiplexes including from streaming services India has immense movie content and YTD Bollywood/Hollywood film releases are up by 25% YoY. Meanwhile sector leader PVR Inox with [----] screens across [---] cities continues to expand funded by internal accruals. @CNBCTV18News"
X Link 2025-10-09T02:43Z 69.4K followers, [----] engagements
"@CNBCTV18News #DStreetChatter Confirmation Dynamatic Tech SAMENA SPECIAL SITUATIONS MAURITIUS III sold 72k shares @ Rs [----] @_prashantnair @Nigel__DSouza @Reematendulkar @CNBCTV18News @CNBCTV18Live"
X Link 2025-10-10T00:42Z 69.4K followers, [---] engagements
"MOSL on Tata Elxsi Sell TP Rs [----] Demand continues to be soft Management guides for double-digit growth in FY27 Headwinds persist in Media & Healthcare verticals Valuations remain steep at 52x 12M FWD P/E which see as difficult to justify given current headwinds @Reematendulkar @CNBCTV18News"
X Link 2025-10-10T02:05Z 69.4K followers, [----] engagements
"Avendus on Tata Elxsi Sell TP Rs [----] Cut revenue est. by [--] p.c. each for FY26 & FY27 post 2Q26 Expect revenue growth to be led by non-transportation verticals for rest of FY26 & broad-based growth in FY27 on a low base EBITDA margin estimates for FY26 are down by 77bps to [----] p.c. but expect margins to improve by 180bps in FY27 after contracting 340bps in FY26 @CNBCTV18Live @Reematendulkar"
X Link 2025-10-10T02:05Z 69.4K followers, [----] engagements
"Kotak Inst Eqt on Tata Elxsi Sell TP Rs [----] Reported a broadly in-line quartermarginally better revenues but weaker profitability. Large deal ramp-up in the media & communications vertical led revenue growth while cybersecurity incident at JLR had only a modest impact. Automotive deal ramp-ups should support near-term growth although weakness in media & communications is likely to persist in the foreseeable future Factor in a moderate recovery in 2HFY26 resulting in a 5.4% c/c revenue decline for FY2026E @CNBCTV18News @Reematendulkar"
X Link 2025-10-10T02:05Z 69.4K followers, [----] engagements
"HSBC on TCS Hold TP Rs [----] 2Q was a beat both on growth & margins while deal wins were in line See 2H growth likely to be better than 1H AI capacity addition (even though its passive infra) is a positive step that reinforces TCS relationship with hyperscalers Risk-reward balanced @Reematendulkar @CNBCTV18Live"
X Link 2025-10-10T02:09Z 69.4K followers, [---] engagements
"Nomura on TCS Neutral TP Rs [----] Modest beat in 2QFY26 Foraying into data center business to increase presence in AI ecosystem 2Q FY26 beat at revenue; reported PAT impacted by restructuring costs Management continues to expect FY26E to be better than FY25 for major markets Significant margin improvement in FY26F is unlikely @CNBCTV18News @Reematendulkar"
X Link 2025-10-10T02:09Z 69.4K followers, [----] engagements
"Jefferies on TCS Hold TP Rs [----] 2Q revenue/margins were largely in line though profits missed due to Rs11bn restructuring costs. Growth in key markets is yet to recover and 3% QoQ decline in headcount does not bode well. While TCS' intent to invest for growth is promising its data center foray has limited synergies with IT services and may not materially change its growth profile Cut est. by upto 1% & expect 4% EPS CAGR over FY26-28 @CNBCTV18Live @Reematendulkar"
X Link 2025-10-10T02:09Z 69.4K followers, [----] engagements
"Jefferies on HCL Tech Buy TP Rs [----] Q2 beat estimates with higher revenue growth & strong deal wins HCLT raised FY26 services growth guidance to 4-5% highest among India's Top [--] IT firms. HCLT's infrastructure services lineage and AI strategy position it well to gain market share. Raise EPS est. by 1% & expect 9% EPS CAGR in FY26-28. Superior growth/FCF conversion will support premium valuations @CNBCTV18News"
X Link 2025-10-14T02:17Z 69.4K followers, [----] engagements
"Nomura on HCL Tech Buy TP Rs [----] 2QFY26 results strong performance on all counts Strong margin performance; we see normalisation of margins in FY27F FY26E revenue guidance for services raised at lower end to 4-5% from 3-5% earlier Focussing on AI through services route; intends to remain asset light @CNBCTV18Live"
X Link 2025-10-14T02:17Z 69.4K followers, [---] engagements
"CITI On HCL Tech Neutral TP Rs [----] Reported a good 2Q revenues ahead & raised lower end of services revenue guidance Fwd. looking indicators (a) Overall revenue guidance unchanged at 3-5% yoy cc; services now at 4-5% (earlier 3-5%); (b) Headcount +3.7% yoy (c) LTM TCV +13% yoy; (d) Mgmt. commentary external environment unpredictable; business indicators promising Raise FY27E-FY28E EPS est. by 0-1% @Reematendulkar"
X Link 2025-10-14T02:17Z 69.4K followers, [----] engagements
"CLSA on HCL Tech O-P TP Rs [----] Strong 2Q beat across revenue growth Ebit margin and order booking. It revised upwards its services business revenue growth guidance to 4-5% (from 3-5%) on back of 2Q beat and good visibility for 2H on back of strong deal wins. For overall revenue growth though it kept the 3-5% FY26 guidance band intact due to weakness in the software business Believe key to HCLs re-rating from current levels depends on Ebit margin recovering back to 18-19% in FY27 @CNBCTV18Live"
X Link 2025-10-14T02:17Z 69.4K followers, [----] engagements
"Nomura on LG Electronics Initiate Buy TP Rs [----] Believe Indias favorable demographics coupled with relatively low penetration of various large appliances offers a significant runway for growth over medium term Interestingly premiumization is emerging as a secular theme across multiple categories providing a tailwind for strong revenue growth. Hence value creation for investors will largely depend on cos that innovate localize and profitably capture a larger pie of premium landscape Given its robust ROE/ROIC (posttax) of 31%/56% in FY28F we expect the company to trade at the mid-point of the"
X Link 2025-10-15T02:22Z 69.4K followers, [----] engagements
"HSBC on Persistent Hold TP Raised to Rs [----] Strong growth in 2QFY26 along with further improvement in profitability; deal wins recovered as well Software engineering skills improving capabilities to execute managed-service contracts are driving growth Growth is industry-leading but so is valuation CLSA on Persistent High Conviction O-P TP raised to Rs [----] Another strong quarter in terms of order book revenue growth margin expansion ROE expansion and improved FCF/PAT conversion latter being a key investor concern. Management reiterated US$2bn revenue target by FY27 and a 100bps Ebit margin"
X Link 2025-10-15T02:24Z 69.4K followers, [----] engagements
"MS on Schloss Bangalore OW TP Rs [---] Leela posted a strong fiscal 2Q: 4% improvement in OR and 7% growth in ARR drove 13% RevPAR growth; total revenue grew 11% YoY. The company reiterated its target of mid- to high-teens EBITDA growth for F26 vs. our estimate of 15% F26 EBITDA growth. Growth strategy: Leela is focused on building and owning luxury assets a capitalheavy strategy. Partnering with Brookfield (owns 76% stake in Leela) enables the company to expand aggressively and also keep balance sheet leverage in check @blitzkreigm @CNBCTV18News"
X Link 2025-10-15T02:28Z 69.4K followers, [----] engagements
"MS on Hyundai OW TP Rs [----] By [----] India will became second-largest market for HMC after the US. Rs450bn capex seven new nameplates multi-powertrain strategy and luxury foray via Genesis to drive growth. Tarun Garg takes over as MD and CEO of HMI. F2030 revenue guidance of Rs1trn-plus lookss conservative to us. On F27 estimates HMI MSIL and M&M (tractors at 25x P/E) trade at P/Es of 26.3x 25.4x and 23.8x respectively HSBC on Hyundai Buy TP Rs [----] 5-year volume CAGR of 7% 11-14% EBITDA margins and export focus were in line with expectations Significant increase in capex (and hence D&A cost)"
X Link 2025-10-16T02:17Z 69.4K followers, [----] engagements
"HSBC on LTMIndtree Buy TP Rs [----] 2QFY26 results were better than expectations and reflected continued improvement in fundamentals In medium to long term expect LTIMs growth to be nearly double that of mega-cap IT companies Offers strong growth pick-up at reasonable valuations Nomura on LTMindtree Neutral TP Rs [----] Beat at both revenue & margins in 2Q FY26F likely a year of repair Progress on new CEOs strategy has begun Raise FY26-28F EPS by 3-7% to factor in higher EBIT margin @Reematendulkar @CNBCTV18News"
X Link 2025-10-17T02:14Z 69.4K followers, [----] engagements
"HSBC on Nestle Hold TP Rs [----] Q2 performance was impressive with 11% yoy revenue growth in a disrupted quarter (est: 3%) [--] of the [--] product groups (ex-milk products) reported volumeled double digit growth. Maggi performance a key surprise Cost inflation moderating Macquarie on Nestle Neutral TP Rs [----] 2Q Ebitda ahead of estimate as stronger than expected double-digit domestic sales growth offset gross margin miss Commentary suggests that while growth was healthy across segments milk and nutrition segment remains a drag on growth Like volume-led sales growth strength but see a marginal 1%"
X Link 2025-10-17T02:15Z 69.4K followers, [----] engagements
"Indian equities in multi decade bull market says Vikas khemani ahead of their annual conference starting tmrow"
X Link 2017-02-07T11:04Z 66.3K followers, [--] engagements
"Last [--] months great for global bonds and Equities [--] year treasury yield up almost 100bps global equity market cap up $10tn"
X Link 2017-07-07T02:09Z 66.3K followers, [--] engagements
"Morgan Stanley onTitan Industries: 2Q Margin Expansi on Likely to Be Sustained OW We Now See 40% Upside"
X Link 2017-11-06T00:40Z 66.3K followers, [--] engagements
"Morgan Stanley on RIL: Higher oil price outlook further strengthens the case for earnings surprises in [----] for RIL as our expectations of a silver age in refining supply side reforms in chemicals and consolidation in telecoms play out. Stay OW"
X Link 2017-11-09T02:10Z 66.3K followers, [--] engagements
"Credit Suisse Global Strategist: Turning 15% OW on India Reverse our 7-quarter-long UW stance. Constructive because 1) growth looks set to recover 2) macro-environment should remain supportive 3)credit growth improves with the bank recap 4) ) earnings finally turned neutral"
X Link 2017-12-01T01:56Z 66.4K followers, [--] engagements
"Credit Suisse initiate coverage on Escorts with an OUTPERFORM rating & TP of Rs [---] (30% upside). Cos earnings growth (FY17-20) is the best amongst auto OEMs as fast top-line growth at railways and margins turnaround in construction equipment division will support tractors"
X Link 2017-12-01T01:59Z 66.3K followers, [--] engagements
"IIFL on Magma Fincorp: Compelling BUY idea. We peg our target price at Rs220. Cos biz performance is at an inflexion. The larger part of biz restructuring is complete & disbursements growth is gradually improving"
X Link 2018-01-09T03:55Z 66.3K followers, [--] engagements
"DB India Strategy: Preferred stocks Banks - HDFC Bank Indusind CVs - Ashok Leyland Cement - Dalmia Ultratech Shree Cement Industrials - L&T BHEL Consumers - Titan Jubilant Hindustan Uniever Steel - JSW Steel Oil & Gas - GSPL Gujarat Gas @CNBCTV18News"
X Link 2018-03-12T02:00Z 66.4K followers, [--] engagements
"Jefferies on HEG: Maintain BUY TP Rs 3622(5.5x FY20E EV/EBITDA) noting strong fundamental outlook as also outlined by Tokai Carbon & Graftech recently. Risks: 1) Decline in electrode prices; 2) China re-startingits induction furnace capacity for steel production @Nigel__DSouza"
X Link 2018-05-09T01:42Z 68.5K followers, [--] engagements
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