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# ![@nimeshscnbc Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::4687762273.png) @nimeshscnbc Nimesh Shah

Nimesh Shah posts on X about $8604t, $hsbc, bk, india the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::4687762273/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4687762273/c:line/m:interactions.svg)

- X Week XXXXXX +145%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX +51%
- X Year XXXXXXXXX +28%

### Mentions: XX [#](/creator/twitter::4687762273/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4687762273/c:line/m:posts_active.svg)

- X Week XX +3.40%
- X Month XXX -XX%
- X Months XXX +40%
- X Year XXXXX +59%

### Followers: XXXXXX [#](/creator/twitter::4687762273/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4687762273/c:line/m:followers.svg)

- X Week XXXXXX +0.03%
- X Month XXXXXX +0.19%
- X Months XXXXXX +2.30%
- X Year XXXXXX +4.80%

### CreatorRank: XXXXXXX [#](/creator/twitter::4687762273/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::4687762273/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::4687762273/influence)
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**Social category influence**
[finance](/list/finance)  XXXX% [stocks](/list/stocks)  XXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[$8604t](/topic/$8604t) #6, [$hsbc](/topic/$hsbc) #37, [bk](/topic/bk) #96, [india](/topic/india) 1.03%, [momentum](/topic/momentum) #1420, [outlook](/topic/outlook) #343, [$6753t](/topic/$6753t) 0.69%, [roa](/topic/roa) #56, [rates](/topic/rates) 0.69%, [losses](/topic/losses) #194

**Top accounts mentioned or mentioned by**
[@cnbctv18news](/creator/undefined) [@cnbctv18live](/creator/undefined) [@reematendulkar](/creator/undefined) [@ektabatra](/creator/undefined) [@blitzkreigm](/creator/undefined) [@sudarshankr](/creator/undefined) [@vivekiyer72](/creator/undefined) [@prashantnair](/creator/undefined) [@nigeldsouza](/creator/undefined) [@kothariabhishek](/creator/undefined) [@shereenbhan](/creator/undefined) [@surabhiupadhyay](/creator/undefined) [@lathavenkatesh](/creator/undefined) [@ritusingh](/creator/undefined) [@sonalbhutra](/creator/undefined) [@vinniimotiwala](/creator/undefined) [@parth8369](/creator/undefined) [@wealthenrich](/creator/undefined) [@sanjog17](/creator/undefined) [@28](/creator/undefined)

**Top assets mentioned**
[HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Goldman Sachs (GS)](/topic/goldman-sachs) [Infosys Limited (INFY)](/topic/$infy)
### Top Social Posts [#](/creator/twitter::4687762273/posts)
---
Top posts by engagements in the last XX hours

"Avendus on TCS Upgrade to Buy TP Rs 3700 Deal-win momentum remains strong ($9.4bn in 1Q; $10bn in 2Q up XX% yoy) & provides visibility on revenue recovery through 2HFY26 and especially in FY27 given the low base over FY24-26 Despite continued pressure on discretionary spends management tone on growth outlook is optimistic vs previous quarters mainly aided by vendor consolidation deals AI data centre announced carries significant potential & also risks; largely maintain revenue and EBIT margin estimates for FY26 and FY2 @Reematendulkar @CNBCTV18News"  
[X Link](https://x.com/nimeshscnbc/status/1976470063768130023) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-10T02:09Z 69.4K followers, 5276 engagements


"Jefferies on HDFC Life Buy TP Rs XXX Q2 VNB of Rs10bn up X% YoY was tad ahead of estimates with better margins. APE growth was soft at X% led by Ulips & protection Expect growth to improve as base normalises from Dec qtr and competition has realigned pricing on non-par savings products. Margins for 2HFY26 will fall slightly due to impact of GST and expect to normalise from FY27 GS on HDFC Life Buy TP Rs XXX An inline 2QFY26 with VNB up X% yoy largely tracking topline growth (+9% yoy). Growth was driven by Par products that more than doubled (yoy) on back of new launch momentum in 1HFY26;"  
[X Link](https://x.com/nimeshscnbc/status/1978646206491537781) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-16T02:16Z 69.4K followers, 3728 engagements


"CLSA on Cement Upgrade Ultratech Cement to high conviction O-P TP raised to Rs 14700 Upgrade Shree Cement to O-P TP raised to Rs 33500 Upgrade Ramco Cement to hold TP Rs 1045 Maintain O-P on Ambuja TP XXX Rs & Dalmia TP Rs 2650 Become more constructive as see an uptick in profitability & est. upgrades for cos helped by pricing discipline & elimination of coal cess Ultratech best placed to benefit due to cost savings initiatives & organic capacity expansion @CNBCTV18News @Nigel__DSouza"  
[X Link](https://x.com/nimeshscnbc/status/1968131608315105741) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-17T01:55Z 69.4K followers, 2877 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) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-25T02:11Z 69.4K followers, 4076 engagements


"CLSA On banks RBI draft circular to generate positive sentiment for banks and SBI Cards Nuanced risk weight treatment for exposure to corporates MSMEs and real estate. Inclusion of transactors under the regulatory retail category. Introduction of staging criteria for asset classification under the expected credit loss approach @CNBCTV18News"  
[X Link](https://x.com/nimeshscnbc/status/1975750287433294046) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-08T02:29Z 69.4K followers, 4742 engagements


"Nomura on Tata Motors Neutral TP Rs XXX 2QFY26F: Expect JLR EBIT margin around X% 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 XXX% for 2QFY26F stock is currently trading at 4.9x FY27F EV/EBITDA. @CNBCTV18News @sudarshankr"  
[X Link](https://x.com/nimeshscnbc/status/1975750692922118386) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-08T02:30Z 69.4K followers, 4297 engagements


"GS on Interglobe Aviation Buy TP Rs 6000 Recent trends highlight a moderation in domestic air traffic though international traffic continues to demonstrate strong growth With capacity expansion and robust demand across global routes expect international travel to remain the primary engine for growth in coming quarters Expect market leader IndiGo to deliver XX% CAGR (FY25-28E) in ASK driven by XX% CAGR (FY25-28E) in International expansion. IndiGo is well-positioned to capitalise on international with better pricing and a more extensive pipeline of new routes helping it sustain growth."  
[X Link](https://x.com/nimeshscnbc/status/1976116449560170820) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-09T02:44Z 69.4K followers, 2850 engagements


"Nomura on Prestige Buy TP Rs 1900 Cos presales grew XX% y-y to Rs 60bn in quarter (ahead of est. Rs 47bn) Beat driven by one more plotted development launch towards fag end of the quarter (Crystal Lawns GDVINR5.3bn which was not accounted for ) & stronger-than-expected sustenance sales of roughly Rs 40bn One key theme which believe is reflecting in 2QFY26 reported nos is strong sustenance sales from existing inventory @sonalbhutra"  
[X Link](https://x.com/nimeshscnbc/status/1976116624168980694) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-09T02:44Z 69.4K followers, 3752 engagements


"Nomura on Phoenix Mills Reduce TP Rs 1350 Reported 2QFY26 retail consumption growth at XX% y-y for 2Q. For 1H consumption growth was at XX% y-y which is in line with estimate of FY26F growth of +11% y-y Overall think consumption growth was unexciting. Further due to the tenant churn exercise believe retail income growth would be slower than consumption growth in 2QFY26F A key thing to look out for would be how the GST cut would impact consumption growth in 3QFY26F which is the companys strongest quarter. Stock currently trades at 23x FY27F which we believe is expensive considering EBITDA CAGR"  
[X Link](https://x.com/nimeshscnbc/status/1977560440268812576) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-13T02:22Z 69.4K followers, 2712 engagements


"Nomura on LG Electronics Initiate Buy TP Rs 1800 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) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-15T02:22Z 69.4K followers, 2731 engagements


"Nomura on Tech Mahindra Buy TP Rs 1670 2QFY26 a good show on most parameters Deal wins and pipeline strong; aiming for better revenue growth in FY26E vs FY25 Business repair underway; Good progress at midpoint of 3-year turnaround journey STK currently trades at 18.3x FY27F EPS CLSA on Tech Mahindra High Conviction O-P TO cut to Rs 1695 Reported both a revenue and Ebit beat in 2Q With Ebit margins now at XXXX% helped partially by FX achieving a XX% Ebit margin in FY27 does not seem arduous Bigger ambiguity is around cos ambition to grow higher than peer average in FY27 Keep faith in"  
[X Link](https://x.com/nimeshscnbc/status/1978285832789283231) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-15T02:24Z 69.4K followers, 2896 engagements


"MS on Hyundai OW TP Rs 3066 By 2030 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 2800 5-year volume CAGR of X% 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) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-16T02:17Z 69.4K followers, 4045 engagements


"Nomura on Wipro Buy TP Rs XXX 2QFY26 was a beat across most parameters Deal wins remain strong Aiming to keep EBIT margin in a tight band despite headwinds Wipros FY27F dividend yield is 4%; stock currently trades at 19.8x FY27F EPS Jefferies on Wipro U-P TP Rs XXX Q2 adjusted for Rs1.2bn one-time charge were in line. Healthy deal bookings points to incrementally better outlook evident from its 3QFY26 revenue growth guidance of -XXX% to +1.5% QoQcc though margins may be under pressure due to deal ramps & recent acquisition Over FY26-28 expect X% EPS CAGR which along with X% dividend yields"  
[X Link](https://x.com/nimeshscnbc/status/1979007834655228008) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-17T02:13Z 69.4K followers, 3143 engagements


"HSBC on LTMIndtree Buy TP Rs 6370 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 5400 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) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-17T02:14Z 69.4K followers, 3015 engagements


"HSBC on Nestle Hold TP Rs 1260 Q2 performance was impressive with XX% yoy revenue growth in a disrupted quarter (est: 3%) X of the X product groups (ex-milk products) reported volumeled double digit growth. Maggi performance a key surprise Cost inflation moderating Macquarie on Nestle Neutral TP Rs 1200 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) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-17T02:15Z 69.4K followers, 2720 engagements


"Investec on Adani Ports Initiate Buy TP Rs 1715 Co runs XX ports/ terminals alongside rapidly growing logistics and marine businesses. This integrated network offers a competitive edge evident from the sharp volume/margin gains at acquired assets. Following the recent acquisition-led volume growth the next leg of growth should come from scaling existing ports (rev CAGR of XX% over FY25-30E) This should help ADSEZ deliver strong CFs and continue the deleveraging trend providing the optionality to win new port concessions Val at 12x FY28E EV/EBITDA looks attractive @CNBCTV18News"  
[X Link](https://x.com/nimeshscnbc/status/1977565054011580885) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-13T02:40Z 69.4K followers, 4156 engagements


"Brokerages on IDFC First BK MS on IDFC First BK EW TP Rs XX Balance sheet growth was strong and slippages/credit costs improved QoQ. NIM has likely bottomed Continue to see earnings inflection but at a slower pace RoA to rebound from XXX% in F25 to X.% in F27 Jefferies on IDFC First BK Buy TP Rs XX Q2 profit of Rs3.5bn up XX% YoY was tad ahead of estimates Key positives were (1) MFI slippages nearly halved QoQ (2) quality of other loans was largely stable (3) healthy growth in loans and deposits. However fall in share of MFI loans and lower cut in savings deposits rates is a drag on topline"  
[X Link](https://x.com/nimeshscnbc/status/1980093467855340009) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:07Z 69.4K followers, 3925 engagements


"IMP Block deals on July 9th Akzo Nobel ASIAN PAINTS Sells XXXXX L (4.4%) at Rs 3651 Buyers- ICICI PRU MF & EASTSPRING Crizac ABAKKUS buys XXXXX L sh at Rs XXX Sammaan Capital SMALLCAP WORLD FUND (Capital Int) sells 2.5cr sh at Rs XXXXXX @CNBCTV18News @CNBCTV18Live"  
[X Link](https://x.com/nimeshscnbc/status/1943135677526286432) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-07-10T02:30Z 69.4K followers, 4868 engagements


"IMP Block deals yesterday AKZO NOBEL INDIA Nippon MF Buy 8.14L Wf Asian Smaller Co Fund Buy 5.3l Goldman Sachs Funds 4.5l Buy 449823 3358.80 Imperial Chemical Sell XXXXX Paradeep Phosphates Zuari Maroc Phosphates Buy 97.5L at Rs XXX @CNBCTV18News @CNBCTV18Live"  
[X Link](https://x.com/nimeshscnbc/status/1971041776661340296) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-25T02:39Z 69.4K followers, 3097 engagements


"GS on TCS Buy TP Rs 3300 2Q constant Fx revenue growth of +0.8% qoq (-3.3% YoY) was in line with GSe with EBIT growth of X% YoY marginally ahead of GSe due to Fx tailwinds. CO made two significant announcements (1) foray into data centers with X GW of capacity over 5-7 years which could translate into 15-20% of Indias overall data center capacity; (2) TCS is stepping up acquisitions which it has historically stayed away from to enhance capabilities including in AI See a neutral read-across for rest of India IT coverage from TCS 2Q print @CNBCTV18Live @Reematendulkar"  
[X Link](https://x.com/nimeshscnbc/status/1976470069019541905) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-10T02:09Z 69.4K followers, XXX engagements


"Jefferies on AU Small BK Initiate Buy TP Rs XXX AU SFB is at an interesting juncture where transition from SFB to Universal Bank can lower funding cost lift fees & strengthen brand to aid growth. Profitability can improve from Dec-25 with fall in deposit rates & credit costs. Over FY25-28 strong deposit growth will aid credit growth of XX% Cagr highest in our coverage; ROA to rise to XXX% by FY27 Factor capital raise in FY27 Growth & profitability aid val premium @CNBCTV18News"  
[X Link](https://x.com/nimeshscnbc/status/1977560131064713527) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-13T02:20Z 69.4K followers, 4021 engagements


"Brokerages on RBL BK IIFL Fin on RBL BK Buy TP Raised to Rs XXX Emirates NBD (ENBD) will infuse primary capital of US$3 bn merge its Indian branches with RBL and thus own upto XX% stake in RBL See a host of benefits of RBL (1) credit rating upgrade to narrow the funding cost gap vs AAA rated peers (2) GCC-India remittance pipe to open up the NRI deposit business (3) ability to underwrite big ticket quality corporate loans (4) transaction banking treasury and syndication franchise uplift (5) new cross border and wealth management capabilities Expect ROAs to expand 35bps to avg. XXX% over"  
[X Link](https://x.com/nimeshscnbc/status/1980092276857618844) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:02Z 69.4K followers, 4461 engagements


"Brokerages on RIL Nomura on RIL Buy TP Rs 1700 2Q slight beat on strong Retail performance Raise FY26/27F EBITDA by 4%/12% Reported net debt remained steady at INR1185bn; capex increased to INR400bn See three growth triggers for RIL in near term (1) scale-up of the new energy business; (2) tariff hikes for Jio which directly flows into the bottomline; (3) potential IPO/listing for Jio by the first half of 2026 MS on RIL OW TP Rs 1701 RIL's earnings should get investor confidence back; re-rating is ahead as consumer retail is turning around and beat estimates. Guidance was optimistic; the"  
[X Link](https://x.com/nimeshscnbc/status/1980095880188354756) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:17Z 69.4K followers, 3216 engagements


"Brokerages on Dixon Tech CLSA on Dixon Tech Downgrade to O-P TP cut to Rs 18800 1Q revenue growth of XX% QoQ largely addressed investor concern around market share losses. Smartphone volume should grow 40%+ in FY27CL post-which it hinges on an uptick in exports. PLI scheme discontinuation may pressure margins in early-FY27 ahead of backward integration. Visibility on growth as domestic market share in smartphones saturates through new categories (IT hardware telecom and exports) and progress on margin expansion projects are key to watch for. Nomura on Dixon Tech Buy TP Rs 21152 Mobile on"  
[X Link](https://x.com/nimeshscnbc/status/1980100228205117510) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:34Z 69.4K followers, 3583 engagements


"CLSA on Life Insurance August 2025: Slow month Axis Max Life reported healthy growth in total APE while HDFC Life and SBI Life were up 1%-3%. ICICI Pru Life reported a X% YoY decline in total APE in August. Expect demand to pick up once the new rates take effect on XX September 2025"  
[X Link](https://x.com/nimeshscnbc/status/1965605142289351053) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-10T02:35Z 69.4K followers, 2678 engagements


"Investec on Lupin Upgrade to Buy from Hold; Hike TP to Rs 2265 from Rs 2100 Well placed to ride upcoming GLP-1 opportunity in India Post recent correction view valuations as reasonable Base case: strong FY26 a moderation in FY27 & EPS growth resuming in FY28 @CNBCTV18News @ekta_batra"  
[X Link](https://x.com/nimeshscnbc/status/1966326935379980680) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-12T02:24Z 69.4K followers, 2891 engagements


"Investec on Belrise Initiate Buy TP Rs XXX A 2W-focused auto ancillary with largely engine agnostic products is well placed for growth as it expands its OEM ties rolls out new products and improves ASP via premiumization Cos 4W business too should see a significant step-up on back of strong orderbook improved tech capabilities (H-One acquisition) entry into Japanese OEMs and Maruti Forecast 4W revenue share to increase to XX% by FY28E (FY25: 9%) broadening its TAM & spurring a likely valuation re-rating Expect Belrise to deliver XX% PAT CAGR over FY25-28E as operating perf (12% EBITDA CAGR)"  
[X Link](https://x.com/nimeshscnbc/status/1968141185710436548) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-17T02:33Z 69.4K followers, 5622 engagements


"Investec on RIL Initiate Buy TP Rs 1890 RIL is entering a phase of broad-based earnings recovery & strong cash generation. Group EBITDA should double by FY27 vs FY22 as guided at 2025 AGM Growth will be broadbased: Energy should rebound on back of constructive refining margins new petrochemical capacity & stable upstream earnings Non-energy growth will be powered by a robust XX% revenue CAGR in Retail and consistent ARPU-led expansion in Jio At 18.8x FY27E P/E RIL trades at a XX% discount to its 2018-25 average valuation With improving free cash flow rising returns & multiple value unlocking"  
[X Link](https://x.com/nimeshscnbc/status/1979010519164997659) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-17T02:24Z 69.4K followers, 3213 engagements


"Nomura on Pidilite Buy TP Rs 3785 Management meet Key highlights Adhesives remains a high-growth story due to low penetration & a comprehensive portfolio Haisha Paints is slightly short of initial expectations but improving steadily QoQ/MoM Confident of overall double-digit revenue growth with aspiration for double-digit volume growth & EBITDA margin at higher end of 2024% Category creation in underpenetrated markets @blitzkreigm"  
[X Link](https://x.com/nimeshscnbc/status/1966327756217790600) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-09-12T02:27Z 69.4K followers, 4592 engagements


"CITI On RBL BK Buy TP Rs XXX Initial Take on ENBD-RBL Bank Acquisition News For RBK ownership transition complemented by a structural enhancement in CoDs & accelerated growth trajectory may mitigate near-term RoE dilution risk Irrespective talks of transaction's specifics maintain positive outlook on RBL BK Sensitivity analysis indicates that a XX% stake acquired near CMP could entail an equity infusion of Rs180-190bn (US2.02.14bn) from Emirates and XX% stake would translate to infusion of US$2.9-3.0bn at CMP This infusion would lead to a 5-10% book value accretion near CMP driven by a"  
[X Link](https://x.com/nimeshscnbc/status/1978284235673780368) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-15T02:18Z 69.4K followers, 20.9K engagements


"CLSA on RBL BK Hold TP Rs XXX As per various media articles Emirates NBD is in advanced talks to acquire a majority stake in RBL Bank For sake of this report assume Emirates would buy a XX% stake by infusing Rs71bn primary equity at a c.20% premium (ie Rs350/sh) This would trigger an open offer for another XX% of RBL Believe there would be two positive synergies from this deal a lower cost of wholesale deposits & an ability to do more secured retail lending due to reduced cost of deposits Believe ROA could expand by 25bps to XXX% with this deal However given higher equity capital ROE would"  
[X Link](https://x.com/nimeshscnbc/status/1978284238496575751) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-15T02:18Z 69.4K followers, 1744 engagements


"HSBC on ICICI Lombard Buy TP Rs 2250 2QFY26 PAT (5% above HSBCe) was driven by high retention and investment income; combined ratio (CR) increased y-o-y Management was positive on premium growth outlook on back of industry tailwinds but profitability would remain a priority Cut EPS estimates to factor in higher CR MS on ICICI Lombard EW TP Rs 2035 PAT beat MSe due to higher investment income. However combined ratio and underwriting results were weak Premium growth outlook for 3QF26 is strong across motor and health segments which could drive short-term interest in the stock. Sustained high"  
[X Link](https://x.com/nimeshscnbc/status/1978285477359751555) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-15T02:23Z 69.4K followers, 3303 engagements


"Macquarie on Tata Com O-P TP Rs 2210 TCOM management shared a constructive message during the Sep-Q earnings call even as the results for the Digital Portfolio were in-line while Core Connectivity was softer TCOM's Digital Portfolio saw XX% YoY aggregate revenue growth (Next Gen connectivity +29% Cloud +13%) alongside a moderation in EBITDA losses (estimate 200-300bps QoQ improvement). Overall Core Connectivity revenue growth was soft at X% YoY (impacted by overseas cable cuts; MQe 4%) albeit with margin normalising. @Reematendulkar @CNBCTV18News"  
[X Link](https://x.com/nimeshscnbc/status/1978645664478458077) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-16T02:14Z 69.4K followers, 2732 engagements


"MS on L&T Fin UW TP Rs XXX Remain cautious on LTF at NTM P/BV of 2.3x Expect ROE emergence to be slow driven by compression in risk-adjusted NIM and ROA as the business de-risks and loan growth moderation amid overcapitalization. F2Q26 ROE of XXXX% remains well below COE. @CNBCTV18News @CNBCTV18Live"  
[X Link](https://x.com/nimeshscnbc/status/1978645969479852418) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-16T02:15Z 69.4K followers, 3128 engagements


"Nomura on Infosys Buy TP Rs 1720 Marginal beat in revenue in 2QFY26 Increases the bottom end of growth guidance for FY26E Expect margins to remain stable at around XX% in FY26F Stock currently trading at 19.8x FY27F EPS Jefferies on Infosys Buy TP Rs 1700 Q2 in line with XXX% QoQcc revenue growth and large deal wins of US$3.1bn being the key highlights. Infosys has raised the lower end of its FY26 growth guidance by 100bps to 2-3% YoYcc which suggests a weak 2HFY26 despite healthy deal wins Expect Infosys to deliver X% EPS CAGR over FY26-28 HSBC on Infosys Buy TP Rs 1730 2Q was a shade better"  
[X Link](https://x.com/nimeshscnbc/status/1979007980222976109) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-17T02:14Z 69.4K followers, 4085 engagements


"Brokerages on ICICI BK HSBC on ICICI BK Buy TP Rs 1680 ICICIBIs operating performance was underscored by stronger-than-estimated NIM credit costs and fees Tweak earnings marginally; slower loan growth and higher operating cost offset by stronger NIM and lower credit costs Premium valuations should sustain CLSA on ICICI BK O-P TP Rs 1700 2QFY26 PPOP/PAT beat estimates by 4%/10%. Yet believe it was a good but not a great quarter Why First loan growth continues to moderate and is driven primarily by its business banking (BB). While do not see asset quality issues in the BB segment overall growth"  
[X Link](https://x.com/nimeshscnbc/status/1980093322887618868) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:06Z 69.4K followers, 4656 engagements


"Brokerages on REC MS on REC OW TP Rs XXX 2QF26 PAT (+10% YoY -X% QoQ) beat estimate by X% & VA consensus by X% thanks to higher fee income and lower operating costs and provisions. NIM was XXXX% (+4bp YoY) vs. XXXX% estimate. PPOP beat forecast by X% thanks to lower operating costs (-10% YoY -X% QoQ). Credit cost of Rs1.35bn (9bp annualized) vs. Rs3.97bn estimate (20bp annualized) led the X% PAT beat. GS3 of XXXX% (+1bp QoQ) and S3 PCR of XX% were stable. AUM growth of X% YoY flat QoQ was well below XXXX% estimate owing to faster repayments in the distribution and the infrastructure and"  
[X Link](https://x.com/nimeshscnbc/status/1980093624063873123) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:08Z 69.4K followers, 11.7K engagements


"Brokerages on AU Small Fin BK CITI On AU Small BK Upgrade to Buy TP raised to Rs XXX Earnings surpassed expectations registering XXXX% RoA underpinned by 5bps NIM expansion XX% qoq fee growth alongside a contained credit cost at XXX% (vs XXXX% qoq). MFI SMA prudently moderated to XXX% (vs XXX% qoq) & forward flows across cards mortgages and comm banking are also reducing. Mgmt affirmed neutral to positive impact of ECL transitioning (no adverse impact surprisingly). Mgmt re-established its growth agenda leveraging pan-India distribution for mkt share gains on a low base. With yield repricing"  
[X Link](https://x.com/nimeshscnbc/status/1980094002411274585) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:09Z 69.4K followers, 3089 engagements


"Brokerages on L&T Tech HSBC on L&T Tech Hold TP Rs 4695 2Q growth was weak but as expected; 2H growth should be better but meeting double-digit growth target appears difficult Strong momentum in sustainability is likely to continue Tech should improve now; Mobility could struggle in near term LTTS has among the best ER&D capabilities but weaker organic growth than peers in the near term keeps us at Hold MS on L&T Tech EW TP Rs 4500 LTTS continues to do well on deal wins which has increased order backlog but investors would like to see its conversion into revenue going forward in absence of"  
[X Link](https://x.com/nimeshscnbc/status/1980100421407437091) [@nimeshscnbc](/creator/x/nimeshscnbc) 2025-10-20T02:35Z 69.4K followers, 2530 engagements