[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @satyam_sa16 Satyam 🇮🇳 Satyam 🇮🇳 posts on X about india, debt, balance sheet, macro the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1135143795492679686/interactions)  - X Week XXXXX +2,658% - X Months XXXXX +403% - X Year XXXXXX +160% ### Mentions: XXX [#](/creator/twitter::1135143795492679686/posts_active)  ### Followers: XXX [#](/creator/twitter::1135143795492679686/followers)  - X Week XXX +27% - X Months XXX +29% - X Year XXX +4.40% ### CreatorRank: XXXXXXX [#](/creator/twitter::1135143795492679686/influencer_rank)  ### Social Influence [#](/creator/twitter::1135143795492679686/influence) --- **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [travel destinations](/list/travel-destinations) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) **Social topic influence** [india](/topic/india), [debt](/topic/debt), [balance sheet](/topic/balance-sheet), [macro](/topic/macro), [banking](/topic/banking), [finance](/topic/finance) #1354, [infra](/topic/infra), [sustainability](/topic/sustainability), [acquisition](/topic/acquisition), [lending](/topic/lending) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [ServiceNow Inc (NOW)](/topic/servicenow) ### Top Social Posts [#](/creator/twitter::1135143795492679686/posts) --- Top posts by engagements in the last XX hours "18/22 🛡 Competitive Moat: AAA rating for NBFC arm. Customer acquisition = lowest via Jio ecosystem. No legacy tech drag = cost win. 17800 Cr NFO shows market trust. #EarningsCall"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428169135022191) 2025-07-19 04:33:33 UTC XXX followers, XX engagements "6/25 📚 Order Book: Unexecuted orders: 8348 Cr 👉 XX% India 👉 X each in Europe & South Africa O&M Portfolio: XXX GW Strong base for growth. #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429792393507137) 2025-07-19 04:40:00 UTC XXX followers, XX engagements "9 Notable new acquisition: 2.5-acre Andheri redevelopment near WEH worth XX billion GDV. BD spend is ramping up fast. 💼 🔟 Collections may lag pre-sales growth near term but this is due to new launch timelines execution to catch up as work progresses"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431236379115600) 2025-07-19 04:45:44 UTC XXX followers, XX engagements "45 Rashtriya Chemicals and Fertilizers Ltd. XX Repco Home Finance Ltd. XX Responsive Industries Ltd. XX Sammaan Capital Ltd. XX Sandhar Technologies Ltd. XX Schneider Electric Infrastructure Ltd. XX Shaily Engineering Plastics Ltd. XX Shree Renuka Sugars Ltd. XX Signatureglobal (India) Ltd. XX Stove Kraft Ltd. XX TARC Ltd. XX Tata Teleservices (Maharashtra) Ltd. XX Thangamayil Jewellery Ltd. XX The Anup Engineering Ltd. XX The South Indian Bank Ltd. XX Trident Ltd. XX UCO Bank"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569483226886156) 2025-07-19 13:55:04 UTC XXX followers, XXX engagements "8 Guidance Mgmt expects ULIP demand to bounce back in H2 FY26 📈 Single premium annuity to revive as FD rates drop Goal: deliver alpha over private peers no plans for growth decline next X months"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945190301158793318) 2025-07-15 18:34:42 UTC XXX followers, XX engagements "4 Outlook: Growth Revival 🚀 💬 No FY26 guidance but management confident: No further rev decline expected from here Firewall RCS & map server deals will kick in from Q2+ Mid-teen growth profile targeted over 2-3 years"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946558465352327622) 2025-07-19 13:11:18 UTC XXX followers, XX engagements "18/25 📉 Receivable Risks: XX Cr impairment = one-off hit. Customer claims XXX Cr part indemnified. Auditors: no extra provisions needed. Legacy clean-up continues. #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429824765247556) 2025-07-19 04:40:07 UTC XXX followers, XX engagements "19/22 💡 Investor FAQs: Q: Will early-stage bets drag profits A: Management: Unit economics strong scale will drive earnings soon. Payments Bank buyout Long-term synergy full control. #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428172817617217) 2025-07-19 04:33:33 UTC XXX followers, XX engagements "4 Guidance & Outlook 🔮 Indian tire market: Strong single-digit CAGR till 2031 FY26: Double-digit revenue growth target Domestic: 2W replacement strong double-digit CV strong single-digit Passenger muted but share gains Intl. biz: rebound likely Q2 onwards de-stocking ends Europe seasonal uptick"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559393895702637) 2025-07-19 13:14:59 UTC XXX followers, X engagements "1 Solid Macro Tailwind 🚂 Mgmt upbeat on Indias FY26 GDP growth (6.5%). Govt capex + infra boom = strong steel demand. Global worries Tariffs geopolitics & cheap Chinese exports stay headwinds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946911651514781833) 2025-07-20 12:34:44 UTC XXX followers, X engagements "2 💰 Headline Numbers: 📈 Standalone Revenue: XXX Cr (+20% YoY) 🧾 Standalone PAT: XXX Cr (+47% YoY) 📊 Consolidated Revenue: XXX Cr (+20% YoY) 🏆 Record XX% EBITDA margin (up XXX bps) 💹 PAT Margin: XX% (up XXX bps)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687050981921217) 2025-07-17 03:28:36 UTC XXX followers, XX engagements "2 Why the Softness Large deal ramp-ups delayed Macro headwinds: US tariffs policy drag Some clients paused/recalibrated spend Operating deleverage hit margins But: No major deal cancellations only delays"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1944821954202231172) 2025-07-14 18:11:01 UTC XXX followers, XX engagements "9 Brand Push & Innovation 🧪 📺 Rolled out first-ever milk purity campaign strengthening trust vs. new-age brands. 🥛 Working on innovations: reduced/zero lactose milk fortification with A & D. 🚚 Digitising last-mile delivery + traceable supply chain"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517206034170120) 2025-07-19 10:27:21 UTC XXX followers, X engagements "11/22 🚀 Key Drivers: ✅ Strong Jio parentage ✅ Massive 500M customer base (MyJio) ✅ Secured lending pivot ✅ Fully digital no legacy tech drag ✅ Proprietary alt-data for underwriting ✅ Wide distribution low CAC #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428142589251772) 2025-07-19 04:33:26 UTC XXX followers, XX engagements "12 🔭 Guidance: Loan growth: +300 bps faster than industry for next XX yrs FY27 credit costs seen normalising NIM impact from repo cuts Q2 NIM will dip but longer term inverted C recovery #Q1Results #Banks"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946025918990021039) 2025-07-18 01:55:09 UTC XXX followers, XX engagements "6 Capex & Expansion 🚀 📈 Capacity now: XX MT Badra Cement buyout complete: clinker grinding limestone jetty 💰 Outlay: 3600 Cr total 🏗 Kach & Surat plants: dry runs H1 FY27 full by Q3 FY27 🚉 Railway siding near Kach: 110-130 Cr planned"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946436262552084634) 2025-07-19 05:05:42 UTC XXX followers, X engagements "4 International Push 🌍 US hotels solid (The Pierre shining) RevPAR XX% Cape Town: XX% RevPAR growth. London properties getting XX Mn upgrades. Frankfurt Taj Grand Hotel opens Jan XX. New Chambers private clubs coming up globally (London Frankfurt Dubai)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555761053859980) 2025-07-19 13:00:33 UTC XXX followers, XX engagements "11 Red Flags 🚨 Overall SSG just X% lower than dept. store LFL (5%) In tune drag Travel & luggage category: down 30-40% Continued losses in In tune foreseeable Management expects Q2/Q3 to be outliers must deliver"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946914470552633601) 2025-07-20 12:45:56 UTC XXX followers, XX engagements "12/18 💪 Competitive Edge: Clients consolidating vendors Wipro winning share. No share loss reported. Price pressure intense but stable overall. #ITServices #Wipro"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946032203575730568) 2025-07-18 02:20:07 UTC XXX followers, XX engagements "🔟 Addressing Investor Worries ✅ Debt: solid deleveraging target 2x EBITDA ✅ Badra funding: 1200 Cr via CCPS/CCT no extra debt ✅ Freight spike: temporary fixes in place ✅ Slag: tied up with Tata Steel Gujarat safe (OPC/PPC dominant)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946436272719036726) 2025-07-19 05:05:45 UTC XXX followers, XX engagements "🏦 RBL Bank Q1 FY26: A quarter of tough NIMs rising OPEX but also a clear roadmap for a better stronger more balanced bank ahead. Lets break it down: #EarningsCall #IndianMarkets #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913171073278022) 2025-07-20 12:40:46 UTC XXX followers, XX engagements "5 Capex & Cash Flow 💸 FY26 capex: 1200 Cr upgrades + new assets + digital. 5-yr capex plan: 5000 Cr fully free cash flow funded ROC accretive. No big debt plans over 3500 Cr cash on books"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555764161785995) 2025-07-19 13:00:34 UTC XXX followers, X engagements "12 Risks ⚠ Global trade/geopolitical drag longer client cycles Non-established product slowdown (esp. Europe/China/US tariffs) Phenol derivative market weak Pharma segment dip (high base Q4) #cleanscience"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946030586503790664) 2025-07-18 02:13:41 UTC XXX followers, XXX engagements "2 Margins Softer But Recovering 📉➡📈 Q1 EBITDA: XXX Mn (EBITDA margin: 6.5%) PAT: XXX Mn (PAT margin: 3.6%) Margins dipped YoY due to: ☔ Unseasonal rains ❄ Cool summer 📈 Input cost inflation Management expects normalisation as volumes rebound"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517183120761316) 2025-07-19 10:27:15 UTC XXX followers, X engagements "8 Competitive Strategy 🤝 Yes Bank is avoiding risky growth de-focused on low-margin segments like home & auto loans Sticking to profitability market share in large corporate lending Pushing digital & AI-led efficiency to drive long-term cost savings"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915154660380683) 2025-07-20 12:48:39 UTC XXX followers, XX engagements "6 Guidance & Outlook 🔭 FY26 loan growth: 15-17% overall. EV Book to grow 5-8% in FY26 (H2 heavy). Credit cost to stay near 2.5%. NIM may compress in Q2 but stabilise H2 onwards. Deposit rate cuts to benefit fully by Mar 2026"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553943091483048) 2025-07-19 12:53:19 UTC XXX followers, XX engagements "📌 CEAT Q1: Strong domestic engine global gears in flux. Margins softer but tailwinds in RM costs EV premiumisation & CAMSO synergies ahead. Key watch: Sri Lanka tariff resolution & CAMSO rebound. 🔗 More India Inc. updates: #CEAT #Q1FY26 #Auto"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559409838260243) 2025-07-19 13:15:03 UTC XXX followers, XXX engagements "8 Investor Concerns ✅ Mgmt clear on: 🔸 Churn will take time. 🔸 Busy margins likely to soften as it expands. 🔸 Advertising is an investment zone 3-4 quarters to judge. 🔸 No platform fee for free users planned"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555026606018690) 2025-07-19 12:57:38 UTC XXX followers, XX engagements "7 GDV expansion is on track management targets pushing Gross Development Value to 500+ billion by March FY26. 🏙 X New launches worth XXX billion GDV are planned over the next three quarters. Pipeline includes marquee Mumbai locations. 📍"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431233850028468) 2025-07-19 04:45:43 UTC XXX followers, XX engagements "9 Key Risks ⚠ ❌ TMD low orders: X quarters of struggle. 🌍 Geopolitical & tariff uncertainties. 💸 Capex hesitation by textile mills. 📉 MTD margin pressure from new units & competition. 🔑 Execution delays for LC-backed exports"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433972889886951) 2025-07-19 04:56:36 UTC XXX followers, XX engagements "🔟 ✅ Big Picture: ITC Hotels is firing on all cylinders ✔ Record revenue & profit ✔ XX% RevPAR premium ✔ Expansion without heavy capex load ✔ Sustainability leadership ESG-friendly ✔ Well-poised to ride Indias booming travel/hospitality cycle"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687078961909839) 2025-07-17 03:28:43 UTC XXX followers, XX engagements "6 Yogurt Play Gets Deeper 🍶 📈 Increased stake in HNFPL to XXXX% strategic control of yogurt supply chain. New co-packed sub-brand Nav of Libo launched: Targeting X tons/day in Year X XX tons in X years. Healthier VAP mix = better margins ahead"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517195573350802) 2025-07-19 10:27:18 UTC XXX followers, X engagements "10/22 🎯 Guidance & Outlook: Trend: Business income as % of net income will keep rising. Focus: Full-stack provider with healthy growth profitable market share superior returns. Early-stage bets impact to grow. #EarningsCall"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428138822778998) 2025-07-19 04:33:25 UTC XXX followers, XX engagements "2 Profitability Snapshot 🧾 💡 PBT Margin: XXXX% 💸 Basic EPS: XXX (+35.5% YoY) 📉 Debt/Equity: XXXX (basically debt-free) 📊 FY25 RoE: XX% 📈 FY25 RoCE: XX% Healthy balance sheet. High return ratios"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448705693049039) 2025-07-19 05:55:09 UTC XXX followers, XX engagements "8 Guidance & Outlook 📅 FY EBITDA guidance: Moderated to 1518% growth (was 1820%) Q2: Subdued like Q1 H2: Pickup from Q3 stronger Q4 as new products ramp #CleanScience"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946030575367934245) 2025-07-18 02:13:39 UTC XXX followers, XXX engagements "6 Risks & Watchpoints ⚠ Headcount down by XXX despite freshers onboarding. PAT boost partly from exchange gains/other income watch core ops conversion. DSO up by X days to XX. OCF/PAT slipped to XX% (from 88%) FCF/PAT to XX% (from 68%). 📉 Macro still cautious esp. BFSI spend"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946556517949595884) 2025-07-19 13:03:33 UTC XXX followers, X engagements "14 🔥 Growth Drivers: Industry flows 🔼 Strong SIP book less market-sensitive Full product range (100 funds) HDFC Bank as mega distributor Digital + client delight push Expanding in B30 cities #HDFCAMC"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027455292305693) 2025-07-18 02:01:15 UTC XXX followers, XX engagements "Shares where Mutual Funds are Consistently Decreasing their Stake (Dec 2024 Jun 2025) X ACC Ltd. X Butterfly Gandhimathi Appliances Ltd. X CarTrade Tech Ltd. X Ceigall India Ltd. X Cholamandalam Financial Holdings Ltd. X Container Corporation Of India Ltd. X Fortis Healthcare Ltd. X Gateway Distriparks Ltd. X General Insurance Corporation of India 🔟 Go Digit General Insurance Ltd. XX India Shelter Finance Corporation Ltd. XX KNR Constructions Ltd. XX Knowledge Marine & Engineering Works Ltd. XX Motherson Sumi Wiring India Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946570511397609893) 2025-07-19 13:59:10 UTC XXX followers, XXX engagements "🧬 An Indian CRTO with global linkages & strong niche leadership. Vimta Labs is quietly scaling up. Will it be a steady compounding story for the next 5-10 years 📈 DYOR 🔗 More insights: #Vimta #IndiaEquity #Investing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448729881653560) 2025-07-19 05:55:15 UTC XXX followers, XXX engagements "9 Risks To Watch ⚠ EV guardrails limit near-term growth. 📉 NIM compression if CASA drag persists. 📍 Geographies like TN Karnataka parts of UP & Gujarat still tough for fresh disbursals. 📌 Old unsecured retail & housing stress pockets remain"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553953824698784) 2025-07-19 12:53:22 UTC XXX followers, XX engagements "8 Key Drivers 🚀 ✅ MTD & ATC strong growth engines. ✅ New product launches: VMCs HMCs 5-axis CNC. ✅ ATCs XX% export share. ✅ Africa (esp. Egypt) emerging as new TMD export hub"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433970142601233) 2025-07-19 04:56:36 UTC XXX followers, XX engagements "🔟 Investor Lens 🔍 Drivers: ✔ Premiumization lifts margins ✔ Beauty: a growth engine ✔ Loyalty personal shoppers = stickiness & big basket sizes ✔ Cost control + inventory discipline Risks: ⚠ In tune losses & competition ⚠ Heavy depreciation/interest drag ⚠ X of last X quarters = negative profit ⚠ Macro headwinds pooretic impact on discretionary spend"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946914466257613087) 2025-07-20 12:45:55 UTC XXX followers, XX engagements "4 CASA Pressure 🏦 CASA: 41858 Cr down -XX% QoQ. Seasonality + rate cuts = expected dip. Retail Term Deposits: +34% YoY liability engine getting stronger"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553937039159587) 2025-07-19 12:53:18 UTC XXX followers, XX engagements "2 But Cash is King 💰 LTM Operating Cash Flow: $2.57B Free Cash Flow: $2.42B Gross Cash: $3.46B Net Cash: $3.19B Dividend: 12/share (LTM payout XX% of net income)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1944828843543736418) 2025-07-14 18:38:24 UTC XXX followers, XX engagements "3 Balance Sheet Health 📊 Advances: +5% YoY commercial banking up XX% corporate X% retail flat Total Deposits: +4% YoY branch-led retail deposits up XX% YoY CASA ratio: XXXX% CET1: XX% Capital Adequacy: XXXX% CD Ratio: 87.5%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915134536069332) 2025-07-20 12:48:34 UTC XXX followers, X engagements "🧪 A quiet compounder in the CRTO space Vimta Labs Q1 FY26: solid double-digit growth steady margins capacity expansion and Indias #1 in multiple niches. Heres what you should know 🧵👇 #VimtaLabs #Q1FY26 #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448700634755454) 2025-07-19 05:55:08 UTC XXX followers, XXX engagements "1 Headline Numbers 💰 ✅ Total AUM: XXXX lakh Cr up XX% YoY ✅ Net flows: 20950 Cr (incl. 18266 Cr BNK acquisition) ✅ PAT: XXX Cr highest ever +18% YoY ✅ Revenue: XXX Cr Costs: XXX Cr ✅ Cost-to-income: XXXX% (better than Q4s 50.7%) ✅ Tangible ROE: 19.6%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908584358617190) 2025-07-20 12:22:32 UTC XXX followers, X engagements "9 📌 Guidance & Outlook: No formal AUM target growth aligned with macro. Credit cost to stabilise/improve. Early delinquencies in CV to normalise. Mortgage demand steady as rates ease"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945545505163153762) 2025-07-16 18:06:09 UTC XXX followers, XX engagements "19/25 🏢 Subsidiary Losses: US Australia Dubai subs: no projects only overheads & legal costs. Not from running intl EPC projects. #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429827357220943) 2025-07-19 04:40:08 UTC XXX followers, XX engagements "12 🔭 FY guidance: Employee cost: +10-12% annual Other expenses: +12-15% annual Few new NFOs focus on consolidation Equity AUM mix to keep rising (SIPs & market gains) #HDFCAMC"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027449831330072) 2025-07-18 02:01:14 UTC XXX followers, XX engagements "15 Nath Bio-Genes (India) Ltd. XX Nazara Technologies Ltd. XX NRB Bearings Ltd. XX Orient Cement Ltd. XX Protean e-Gov Technologies Ltd. XX Quess Corp Ltd. XX Sterling Tools Ltd. XX TVS Motor Company Ltd. XX Thermax Ltd. XX Thomas Cook (India) Ltd. XX Unichem Laboratories Ltd. XX Unimech Aerospace and Manufacturing Ltd. XX Utkarsh Small Finance Bank Ltd. XX VST Industries Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946570515227025750) 2025-07-19 13:59:11 UTC XXX followers, XXX engagements "11 The Big Picture 🎯 🧱 Acquisition-led expansion to dominate West 💰 Strong balance sheet to fund growth ⚙ Cost control & premium focus = margin strength 🏗 Government infra = strong demand runway ♻ Sustainability push stays on track"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946436275235639518) 2025-07-19 05:05:45 UTC XXX followers, XX engagements "5 Outlook 🔭 ROA target: XXX% by FY27 reiterated FY26 ROA to trend upwards NIM: Q2 bottom gradual recovery from Q3 MFI: expected to stabilise Q2 grow to 7k Cr FY-end Mortgages: target 1718% growth FY26 20%+ next year Adding 7080 new deposit branches + 200+ new Wheels & MBL branches"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909427027845197) 2025-07-20 12:25:53 UTC XXX followers, X engagements "🏦 Bandhan Bank: Cautious today optimistic for tomorrow. Q1 FY26 saw continued EV stress resilient secured growth & clear H2 recovery plans. Key takeaways for investors 👇 #BandhanBank #Q1FY26 #Microfinance #Banking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553926146560277) 2025-07-19 12:53:15 UTC XXX followers, XXX engagements "9 🚀 Drivers: Healthy pipeline despite slow closures AI push: 7080% of use cases AI-linked (ML/GenAI) New Logos every qtr Patent for data compression = edge in big docs Banking insurance govt focus #Newgen"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946028596558246270) 2025-07-18 02:05:47 UTC XXX followers, XX engagements "1 📡💻 Tech Mahindra Q1 FY26: Margins up for 7th straight quarter revenue steady but macro remains wobbly. Large deals promise better H2. All highlights for investors here 👇 #TechM #Earnings #ITServices #Q1FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945675711811092686) 2025-07-17 02:43:33 UTC XXX followers, XX engagements "1 📌 Axis Bank Q1 FY26 Concall Key Takeaways Steady operating performance ✅ Non-interest income strong ✅ Technical asset tweaks hit reported metrics ✅ Long-term outlook solid 🧵👇 #AxisBank #Q1FY26 #IndianBanking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946025889420177476) 2025-07-18 01:55:02 UTC XXX followers, XXX engagements "1 Headline Numbers 📊 ✅ Revenue: 3520 Cr up XXXX% YoY first ever 3500 Cr+ quarter ✅ Standalone PAT: XXX Cr ✅ Consolidated PAT: XXXXX Cr ( YoY but QoQ) ✅ EBITDA: XXX Cr Margin: XXXX% ( 56bps QoQ 122bps YoY) ✅ Gross margin: XXXX% ( YoY & QoQ) ✅ Net debt: down XXX Cr 1814 Cr Debt/EBITDA: 1.2x"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559385045696596) 2025-07-19 13:14:57 UTC XXX followers, X engagements "5 Guidance 🎯 ROA: X% by FY27 XXX% by FY30 NIM for X% ROA: X% Credit growth: 12-15% FY26 RIDF to shrink X% of total advances by FY27 SR recoveries: 1200 Cr for FY26 Digital KPIs (AI GenAI) to be disclosed soon"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915143235056036) 2025-07-20 12:48:36 UTC XXX followers, XX engagements "5 📌 Growth Drivers: ✔ Portfolio: 200+ hotels (143 operational + XX pipeline) ✔ X new signings in Q1 FY26 ✔ Asset-Right strategy fast capital-light expansion into Tier 2/3 cities ✔ Focus on loyalty revamped Club ITC"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687060502982858) 2025-07-17 03:28:38 UTC XXX followers, XX engagements "4 Outlook 🔭 FY26 net flows target: 1215% of opening ARR AUM (2735k Cr) Wealth: 2025k Cr Asset Mgmt: 912k Cr Attrition impact should stabilise after Q2 New alternate fund every quarter One large intl. mandate expected FY26 BNK full impact Q2 onwards UBS from Q3"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908597281251441) 2025-07-20 12:22:36 UTC XXX followers, X engagements "🧵 1/22 💰 Jio Financial Services Q1 FY26: Indias youngest big-finance disruptor is stepping up 📈 Revenue up AUM exploding TPV surging. Big bets on digital finance secured lending & massive reach. Full breakdown 🧵👇 #EarningsCall #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428107986174449) 2025-07-19 04:33:18 UTC XXX followers, XXX engagements "1 Strong Q1 Print 📊 Total Income: XXX Mn (+31.4% YoY +3.3% QoQ) EBITDA: XXX Mn (+33.1% YoY +2% QoQ) PAT: XXX Mn (+36% YoY +3.3% QoQ) EBITDA Margin: XXXX% PAT Margin: XX% Solid stable margins despite growth momentum"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448703063245168) 2025-07-19 05:55:08 UTC XXX followers, XX engagements "4 Cost Control 👌 Cost to Income: XXXX% (vs XXXX% YoY) Operating expenses (ex-PSLC): +5.7% YoY RIDF + borrowing costs trending down supports NIM"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915138675892513) 2025-07-20 12:48:35 UTC XXX followers, X engagements "4 Where They Operate 🔬 Core segments: X Pharma Analytical Clinical & Preclinical Research X Food & Agri Testing X Electronics & Electricals Testing & Certification X Environmental Testing & Consultancy A well-diversified testing powerhouse"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448710776619197) 2025-07-19 05:55:10 UTC XXX followers, XX engagements "1 The Vibe MD & CEO Mr. P. Shashadri: ✔ Confident & focused on sustainable growth ✔ New systems paying off: faster customer onboarding & better branch productivity ✔ Cost discipline + focus on quality assets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946447924583686571) 2025-07-19 05:52:03 UTC XXX followers, X engagements "20/22 📊 Strategy: Jio BlackRock JV: Reg nods done full-stack roll-out ahead. One customer view AI platform boost CX + detect defaults. Pod Structure: 80+ X-functional teams for agility. #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428176441450555) 2025-07-19 04:33:34 UTC XXX followers, XX engagements "7 Whats Fueling Growth 🔋 Indias rising consumption & young demographics Jios deep tech stack: Unique UBR tech for broadband more scalable than FWA Retail: Diversified omni-channel + quick commerce boom O2C: Limited global refining supply keeps margins firm New Energy: Largest integrated green energy project outside China"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946916240385335438) 2025-07-20 12:52:58 UTC XXX followers, XX engagements "Indian Hotels is executing a clear premium + asset-light + digital play. Strong brand healthy cash double-digit growth XXX hotel roadmap. One of Indias crown jewels in the making 🏰 DYOR 🔗 More deep concalls: #IHCL #Taj #Hospitality #IndiaInc #Investing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555776669294833) 2025-07-19 13:00:37 UTC XXX followers, XX engagements "5 #1 or Among Top 🏆 Pharma Analytical: #1 in India works with XX% of Top XX pharma cos. 🌍 Clinical Research: XX% revenues from overseas. ⚡ Electronics: Leading EMI/EMC player. 🥗 Food Testing: #1 serves 16/20 top food cos in India. 🌱 Environment: Top X player for PSUs & big corps"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448713628700753) 2025-07-19 05:55:11 UTC XXX followers, XX engagements "4 📉 Yields may decline with AUM surge. Mgmt says: Good problem to have Absolute revenue keeps climbing 📈 HDFC Bank tie-up = big distribution boost. #HDFCAMC"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027429128274249) 2025-07-18 02:01:09 UTC XXX followers, XX engagements "🔟 Bottom Line 🧪 Vimta Labs is an under-the-radar leader in Indias testing space. Strong moat in niche segments. Clean balance sheet. Proven compounding track. If capacity + industry tailwinds hold growth looks sustainable"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448727293735326) 2025-07-19 05:55:14 UTC XXX followers, XX engagements "🏦 Transformation in motion. South Indian Bank Q1 FY26: solid profit cleaner book digital push and a plan to get better yields not just higher ones. Heres the full breakdown 🧵👇 #Banking #IndianBanks #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946447921756655646) 2025-07-19 05:52:02 UTC XXX followers, XX engagements "20/25 🔍 NTPC Project: Kabra X delayed module supply. Time extensions claimed protects revenue. #EarningsCall"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429829840261621) 2025-07-19 04:40:09 UTC XXX followers, XX engagements "2 🗣 CEO Amitab Chri: Steady operating performance with high non-interest income & cost moderation. Axis stays focused on profitable sustainable growth with a resilient balance sheet & strong capital. #AxisBank"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946025891802624191) 2025-07-18 01:55:02 UTC XXX followers, XX engagements "8/18 🔑 Whats Driving Growth Large Deals: $5B total bookings (+51% YoY) $2.7B large deals (+131% YoY) AI Data Modernization: Accelerating. Vendor consolidation = bigger wallet share. #Wipro"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946032189189267849) 2025-07-18 02:20:04 UTC XXX followers, XX engagements "4 Margins & Costs 💰 Standalone EBITDA Margin: XX% but mgmt sees 32-33% as sustainable. Sales & Marketing spend up XX Cr vs XX Cr YoY funding new performance marketing push. Ad spend: 6-10 Cr/quarter for experiments (YouTube Meta affiliate)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555013712716146) 2025-07-19 12:57:35 UTC XXX followers, X engagements "7/25 💰 Debt Position: Gross borrowings down (IRA loan repaid). Net debt up XXX Cr (Bank of Maharashtra disbursement). #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429795010785315) 2025-07-19 04:40:00 UTC XXX followers, XX engagements "1 Record Quarterly Revenue 💰 Q1 FY26 Revenue: 11368 Mn highest ever for Heritage. ✅ Third straight quarter of double-digit growth. 💡 VAP (Value Added Products) = XX% of sales grew XXX% YoY. But margins took a seasonal hit"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517180100849904) 2025-07-19 10:27:14 UTC XXX followers, X engagements "1 Management Commentary LMWs CFO Mr. Ventil set the tone: ⚠ Caution for Textile Machinery (TMD) low orders market uncertainty. ✅ Optimism for Machine Tools (MTD) & Aerospace (ATC) strong growth ahead"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433952585306598) 2025-07-19 04:56:31 UTC XXX followers, XX engagements "6 Whats Driving Growth 🚀 💊 Global push for new drugs & biologics 🔌 Make in India + EV surge = more electrical/electronics testing 🥘 Stricter food safety rules higher export compliance 🌍 Tighter environment norms air water soil testing boom Macro tailwinds look strong"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448716212375971) 2025-07-19 05:55:11 UTC XXX followers, XX engagements "12 ✅ Big Picture: LTTS is navigating short-term headwinds with long-term levers: Large deals AI offshore push = back-end H2 tailwind Mid-16% EBIT margin target reaffirms focus on profitable scale $2B rev goal in sight"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945674439313776699) 2025-07-17 02:38:29 UTC XXX followers, XX engagements "6 Key Levers 🔑 Strong retail deposits XX% growth vs system XX% Core secured lending XX% of book high yield healthy ROAs Fintare acquisition: boosting gold loans & southern markets Govt support CGFMU cover for MFI policy tailwinds Digital adoption & productivity push"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909431297650885) 2025-07-20 12:25:54 UTC XXX followers, X engagements "5 Product Mix Snapshot 📊 ULIP: XX% Participating: XX% Non-par savings: XX% Term: X% Annuity: X% Protection & annuity segments clocking double-digit growth"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945193478977142821) 2025-07-15 18:47:19 UTC XXX followers, XX engagements "20 🔍 Yield drop Mgmt: Good problem AUM soars absolute revenue up. Actively exploring ways to slow down yield fall. Focus: sustainability & scale. #MutualFunds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027481368342720) 2025-07-18 02:01:21 UTC XXX followers, XX engagements "🚨 Big Solar Story Unfolding Waaree Renewable Technologies just dropped a blockbuster Q1 200%+ profit growth record order book & green hydrogen pilot live Why this solar EPC play is in the sweet spot 🧵 #EarningsCall #IndianMarkets #RenewableEnergy"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946445799694774332) 2025-07-19 05:43:36 UTC XXX followers, XX engagements "17 Red Flags 🚩 FY26 EBITDA trimmed to 1518% Stake sale significant % drop (75% 51%) Q2 subdued H2 ramp crucial #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946030603062927773) 2025-07-18 02:13:45 UTC XXX followers, XX engagements "9 Outlook & Risks 🧩 No explicit FY26 guidance but huge India market opps till 2030/33. Key risk: execution regulatory shifts global pharma cycles currency. No major M&A announced purely organic growth for now"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448724663877841) 2025-07-19 05:55:13 UTC XXX followers, XX engagements "13 Surprises & Red Flags ⚠ EPC down XX% YoY WC cycle dipped to XX days (vs 50-55) due to payables jump. A&P spend low in Q1 will ramp up for B2C push"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946912490463576071) 2025-07-20 12:38:04 UTC XXX followers, XX engagements "2 Asset Quality Steady 🧹 Gross NPA: XXX% (flat QoQ) Net NPA: XXX% (flat QoQ) Provision Coverage: XXXX% Gross slippages rose: 1458 Cr (small book stress: MFI micro biz) Credit cost: XXX% annualised supported by XXX Cr SR recoveries"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915130303766966) 2025-07-20 12:48:33 UTC XXX followers, XX engagements "8 💼 Support/ATS: Should grow faster ahead as delayed projects go live. Employee cost to rise 1012% YoY balanced by AI-driven productivity. #Newgen #IndianIT"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946028593785745437) 2025-07-18 02:05:46 UTC XXX followers, XX engagements "12 Strategic Moves 🧩 Balance sheet diversification: more secured lending. Retail deposits XX% of book. In-house collection = flexible + AI-enabled. Product cross-sell via RFL BC channel. Deliberate unsecured moderation better risk profile"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913226937249881) 2025-07-20 12:40:59 UTC XXX followers, XX engagements "🔟 🚩 What to watch: CV segment softness higher delinquencies. Deliberate slowdown in unsecured business loans. Disbursement degrowth - red flag but strategic. Yield expansion despite falling rates = better product mix"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945545507902034187) 2025-07-16 18:06:10 UTC XXX followers, XX engagements "📌 Bottom Line: Caution for TMD confidence in MTD & ATC. Diversification is LMWs hedge right now. Will TMD revive soon enough The story continues. 🔗 More concalls: #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433987423211555) 2025-07-19 04:56:40 UTC XXX followers, XX engagements "5 💰 Profitability: Combined Ratio: XXXXX% Q1 FY26 (vs XXXXX% LY) Industry worsened: XXXXX% (vs XXX% LY) mostly due to motor PBT: +28.4% to 9.94B PAT: +28.7% to 7.47B"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945549648707686650) 2025-07-16 18:22:37 UTC XXX followers, XX engagements "6 Key Strategic Moves ⚙ 🔹 Tata Neu partnership loyalty & app revenue jump. 🔹 New ERP/SAP rollout. 🔹 ESG+ Paathya: EV chargers water recycling plastic-free drive. 🔹 New asset platforms: e.g. Ginger near Kolkata Airport pilot for revenue-based lease model"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555767336976803) 2025-07-19 13:00:34 UTC XXX followers, XX engagements "🧵 1/18 🚨 Wipro Q1 FY26 Concall Muted Q1. Macro uncertain. Big bets on large deals vendor consolidation & AI-first strategy to lift H2. Margins resilient. Slow ramp but pipeline solid. Full breakdown 🧵👇 #Wipro #EarningsCall #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946032165718024277) 2025-07-18 02:19:58 UTC XXX followers, XX engagements "6 Strategic Signals 🧭 360-degree customer approach deeper micro-markets ecosystems cross-sell. Business banking scaling fast now XX% of book +30% YoY. Mortgages = focus area for steady secured growth. Digital + branch expansion: +83 branches in Q1 Total 7666 + 13376 ATMs/CRMs"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910078361297282) 2025-07-20 12:28:29 UTC XXX followers, X engagements "5 📊 Snapshot: Total AUM: X Trillion Equity mix: to XXXX% Active Equity AUM: XXX Trillion XX% share Debt & Liquid AUM: +9% & +14% QoQ turnaround #MutualFunds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027431690969343) 2025-07-18 02:01:09 UTC XXX followers, XX engagements "8 Outlook 🗓 H1 FY26: growth to be slow/muted due to macro + base effect. H2 FY26: growth to pick up as macro stabilizes. Non-par savings to bounce back as yield curve steepens. Full-year VNB margins to hold 25-27%. Room for expansion in 3-5 yrs"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945193486984118766) 2025-07-15 18:47:21 UTC XXX followers, XX engagements "13 Surprises & Red Flags 🚩 ❗ TMDs prolonged weakness: X quarters & counting. ❗ MTDs low single-digit margins despite revenue surge. ❗ Possible typo: Last years MTD revenue likely underreported"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433984487211381) 2025-07-19 04:56:39 UTC XXX followers, XX engagements "9 Risks to Watch 👀 🌦 Q1 demand hit by heat geopolitics & early monsoon 🪨 Slag prices up in East = possible cost push ⚙ Chakisar issues: AFR usage temporarily lower"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946436270269551079) 2025-07-19 05:05:44 UTC XXX followers, X engagements "8 Red Flags or One-offs 🚩 📌 XX Cr hit this Q due to wage cycle shift (April vs July). 📌 One-off license fee payment (2-2.5 Cr) boosted Q1 licensing revenue"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555773242212586) 2025-07-19 13:00:36 UTC XXX followers, XX engagements "IndiaMART is in a phase of product tightening + AI experimentation. Solid core metrics but the churn puzzle needs solving for real net adds. A classic B2B marketplace slow burn no overnight pivot just compounding. DYOR 🔗 More deep concalls: #IndiaMART #B2B #MSME #SaaS #Investing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555029999268064) 2025-07-19 12:57:39 UTC XXX followers, XX engagements "3/22 💡 Big Picture: 👉 Indias transformative economic decade 👉 Unique Jio parentage 👉 Diversified platform + tech-first DNA Foundation laid traction visible across lending payments wealth. #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428113577263456) 2025-07-19 04:33:19 UTC XXX followers, XX engagements "16/25 📢 Investor FAQs: Q: Why muted order inflow A: ALMM2 & ISTS issues delayed tenders awards shift to Q2/Q3. Q: Cross-border conflict A: 4045 days lost in Rajasthan & Gujarat. #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429818507296889) 2025-07-19 04:40:06 UTC XXX followers, XX engagements "2 Segment Pulse 🚘 OEM: Very very strong early 20%+ volume growth YoY Replacement: Solid single digits overall Truck/Bus: robust 2-Wheeler: double-digit scooters motorcycles Passenger car: muted International: Flat geopolitical/tariff drag"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559387679760431) 2025-07-19 13:14:58 UTC XXX followers, X engagements "🚨 LMW Limiteds Q1 FY26 Concall Insights 🚨 Mixed signals: Textile Machinery struggles but Machine Tools & Aerospace divisions shine. Key takeaways for investors inside 🧵 #EarningsCall #IndianMarkets #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433949779251347) 2025-07-19 04:56:31 UTC XXX followers, XX engagements "7 Strategic Vision 2030 🎯 🔗 Goal: Become the most admired dairy nutrition co. 📊 Mid-teens revenue growth targeted short term XX% VAP growth. 🏷 Moving from commoditised milk to branded FMCG-like portfolio. 💡 Focus on premiumisation digital-first delivery & sustainability"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517199000375345) 2025-07-19 10:27:19 UTC XXX followers, XX engagements "🗝 Key Takeaway 🔑 Record Q1. Core biz (W&C) firing. FMEG profitability back. Solar booming. Robust capex pipeline. India infra boom = huge tailwind. Polycab stays a resilient well-run growth story riding Indias expansion wave. 🔗 More concalls: #StockMarketIndia #EarningsCall #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946912494473335058) 2025-07-20 12:38:05 UTC XXX followers, XX engagements "22/25 🛠 Strategic Moves: More non-fund based limits 3rd party O&M biz Hybrid EPC + BESS skill build Pilot learnings with Reliance future upside #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429835620061448) 2025-07-19 04:40:10 UTC XXX followers, XX engagements "3 🏨 RevPAR & Segments: RevPAR XX% ADR X% Occupancy XXX bps Room mix: Retail XX% MICE/Weddings XX% Contracted XX% Crew X% F&B revenue XX% driven by banquets & catering"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687053708235046) 2025-07-17 03:28:37 UTC XXX followers, XX engagements "💡 LTIMindtree Q1 FY26: New CEO same momentum. Revenue up margins expanding largest deal win ever AI pivot big order book and solid execution in a tricky macro. Heres what you need to know 👇 #LTIMindtree #ITservices #AI #Earnings"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946556501692391580) 2025-07-19 13:03:29 UTC XXX followers, XX engagements "🧵 1/25 ⚡ Sterling & Wilson Renewable Energy Q1 FY26: Big numbers. Bigger pipeline. Solar EPC + BESS + Hybrid = major clean energy push. Heres what you need to know about Indias solar giant 🧵👇 #EarningsCall #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429779202499035) 2025-07-19 04:39:56 UTC XXX followers, XXX engagements "6 🌍 New Moves: F&B brand Avartana launched internationally (France) ITC Ratnadipa Colombo debut strong traction Greenfield projects: Puri & Vizag + Bhubaneswar expansion Sustainability edge: LEED Zero Water + Zero Carbon certified"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687064344678839) 2025-07-17 03:28:39 UTC XXX followers, XX engagements "3 Book Mix 📚 🔒 Secured Loans: XX% of total up XX% YoY Wheels: 38k Cr +26% YoY yield 14%+ ROA X% Mortgages: 39k Cr +14% YoY MBL ROA XXX% Gold Loans: 2k Cr +11% YoY yield XX% Commercial Banking: +30% YoY ROA X% 🔓 Unsecured Loans: Down XX% YoY MFI: 6.5k Cr down XX% YoY Credit Cards: 2.3k Cr down XX% YoY Credit costs elevated"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909418714697784) 2025-07-20 12:25:51 UTC XXX followers, X engagements "9 Big Takeaway 📌 ICICI Bank is playing prudent offense robust profits fortress capital sharp asset quality focused expansion. Caution where needed. Positioned to ride Indias growth upswing. #ICICIBank #Q1FY26 #Investing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910091481112697) 2025-07-20 12:28:32 UTC XXX followers, XX engagements "7 Management Strategy 🎯 ✅ Capacity expansions ✅ Service innovation ✅ New markets & deeper partnerships ✅ Operational excellence strong compliance culture ✅ Gold LEED Vivarium 600000+ sq ft lab infra Focus: quality & scale"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448719098057052) 2025-07-19 05:55:12 UTC XXX followers, XX engagements "5 Key Drivers ⚡ ✔ Market share gains 2W 4W replacement OEM share up ✔ Premiumisation 17+ rims larger bikes high-tech tires ✔ Electrification edge #1 in passenger EV (32% OEM share) ✔ Digitisation push AI in plants vendor portals brand pull ✔ OT business: strong double-digit growth via CAMSO"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559397024674098) 2025-07-19 13:15:00 UTC XXX followers, X engagements "7 Risks & Red Flags ⚠ ⚡ Slippages ticked up: 1458 Cr (MFI & micro biz pockets) ⚡ Wholesale deposit degrowth funding watch ⚡ Repo rate cuts short-term NIM pressure ⚡ High competition possible pricing indiscipline in market"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946915151078473791) 2025-07-20 12:48:38 UTC XXX followers, XX engagements "13 📈 Dividend payout up to 77%. Treasury surplus invested in debt MFs & alternative FOF. Actively eyeing M&A opportunities 🔍 #MutualFunds #HDFCAMC"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027452264067181) 2025-07-18 02:01:14 UTC XXX followers, XX engagements "9/22 📊 Jio Blackrock MF: Raised 17800 Cr via maiden NFO one of Indias largest Push into AMC + wealth + broking underway. #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428135056261199) 2025-07-19 04:33:24 UTC XXX followers, XX engagements "5 Strategic Moves 🔑 ✔ BNK integration done broking boost ✔ UBS deal approved adds global edge cross-border reach ✔ ET Money deeper mass affluent play ✔ Focus on HNI business core driver ✔ Tech upgrades for RM productivity & advisory scale"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908600334774777) 2025-07-20 12:22:36 UTC XXX followers, X engagements "🔟 Bottom Line 🧾 Bandhan Bank knows its EV challenges. But: ✅ Secured book scaling up fast ✅ Retail term deposits strong ✅ Digital + Govt services = new moats ✅ Q1 profit sequentially better. H2 FY26 will be the real test for the turnaround"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553956974608882) 2025-07-19 12:53:23 UTC XXX followers, XXX engagements "2 Hotels Pipeline & Accelerate 2030 🏨 🎯 400+ hotels milestone this July 🎯 XXX hotels by 2030 Q2 & full-year outlook: double-digit revenue growth with sustained margins. 30+ new hotels to open this year momentum picks up from September"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555755660030222) 2025-07-19 13:00:32 UTC XXX followers, XX engagements "18 Closing Take 📌 Q1 soft Q2 muted too. H2 = big test: new grades + Perf Chem 1/2 must deliver. Mgmt resilient record margins = tailwind. Promoter trimming stake but staying majority. Key watch: HALS ramp & new plant timelines. #cleanscience"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946030606535848324) 2025-07-18 02:13:46 UTC XXX followers, XXX engagements "8 What Next 🔮 Expect mild NIM pressure Q2 partial offset by term deposit repricing. H2 should benefit from tax cuts RBI easing macro uptick. Key watch: unsecured retail revival corporate loan pricing dynamics"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910088310186092) 2025-07-20 12:28:31 UTC XXX followers, XX engagements "5 Outlook Stays Bright ☀ 🏗 Central govt capex: XX lakh Cr in FY26 🏘 States: 9-10 lakh Cr 📈 Industry growth: 7-10% expected 🤑 Prices stable in Q1 & Q2 so far 🚂 Freight cost cut target: -70-80/ton next quarters"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946436260236791903) 2025-07-19 05:05:42 UTC XXX followers, X engagements "2 🗣 Mgmt confident: Industry AUM: XXXX Trillion 7x in XX yrs +10 Trillion added in last X months alone. HDFC AMC: crossed X Trillion AUM mark #HDFCAMC #MutualFunds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027424174702632) 2025-07-18 02:01:08 UTC XXX followers, XX engagements "15 ✅ Technical tweak = stricter upgrades. Accounts only upgraded after last installment paid XXX% provisioned till then. Impact Short-term numbers look worse but long term = prudent & healthy book. #AxisBank"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946025927009546494) 2025-07-18 01:55:11 UTC XXX followers, XX engagements "7 Cautious Moves 🚦 Personal loan & card slowdown reflects tight underwriting + system caution. Corporate book: some short-term book degrowth competitive pricing bond market alternative. Rural portfolio slight dip keep an eye"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910084204044717) 2025-07-20 12:28:30 UTC XXX followers, XX engagements "2/22 🗣 Management Commentary: MD & CEO Hitesh Satya: JFSL will become a financial institution of long-term national significance. Vision: Democratise financial access for millions powered by tech & Jios reach. #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428110838374810) 2025-07-19 04:33:19 UTC XXX followers, XX engagements "1 Sunteck Realty kicked off FY26 with its highest ever Q1 pre-sales bookings XXX cr up XX% YoY. 🚀 #RealEstate #LuxuryHomes X Collections for Q1 stood at XXX cr slightly up YoY but management expects stronger momentum as new launches get built out. 🏗"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431225977299378) 2025-07-19 04:45:41 UTC XXX followers, XX engagements "7 Management Take 🎙 Indias long-term story intact. Talent hiring in full swing to cover outflows. Clear line of sight for flow recovery. Lending book to recover fast. Cost discipline key margin & ROE tailwinds ahead"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908609331548280) 2025-07-20 12:22:38 UTC XXX followers, XX engagements "16/20 ✅ Solid Rating: CRISIL A Stable credit rating. Prudent debt + healthy balance sheet. #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946407087854305460) 2025-07-19 03:09:46 UTC XXX followers, XX engagements "11 Dubai project still on the radar: planned launch Q4 FY26 or Q1 FY27 another step into high-end markets abroad. 🌍 XX Bottom line: Sunteck is doubling down on Uber luxury & premium luxury with strong financial discipline and an aggressive BD push. 🏢"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431238862156232) 2025-07-19 04:45:44 UTC XXX followers, XX engagements "11 Competitive Landscape 🛠 MTD: Facing heavy price/margin pressure vs. established players. 🧵 TMD: Focused only on spinning no disadvantage as per management"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433978711568670) 2025-07-19 04:56:38 UTC XXX followers, XX engagements "⚙ JSW Steel Q1 FY26: Strong domestic sales record auto volumes big expansions & raw material security. A robust play on Indias growth. Key highlights inside: #EarningsCall #IndianMarkets #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946911648524247351) 2025-07-20 12:34:43 UTC XXX followers, XX engagements "9 Whats Next 🗺 ☀ Staying a pure EPC player no BESS manufacturing (SPV handles that) ⚡ X MW Green Hydrogen pilot underway 🏢 Eyeing Data Center EPC green data centers a big new vertical 🌍 Middle East EPC markets on radar 🏭 Buying ready land & infra to offer full EPC packages"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946445823518408787) 2025-07-19 05:43:42 UTC XXX followers, XX engagements "🧵 1/20 🚜💡 Krishana Phoschem Q1 FY26 Strong start to FY26 📈 Revenue up XX% YoY margins at record highs expansion plans locked in. Indias 2nd largest SSP producer is growing fast. Full breakdown 🧵👇 #EarningsCall #Q1Results #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946407048587227177) 2025-07-19 03:09:37 UTC XXX followers, XX engagements "1 Performance Snapshot 📊 ✅ Revenue: 2127 Cr (+32% YoY) ✅ EBITDA: XXX Cr (+29% YoY) Margin: XXXX% ✅ PAT: XXX Cr (+19% YoY) ✅ Domestic RevPAR XX% US RevPAR XX% ✅ Loyalty base: XX Mn members App revenue XX% ✅ Gross Cash: 3500+ Cr"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555753076338854) 2025-07-19 13:00:31 UTC XXX followers, X engagements "Shares where Mutual Funds are Consistently Increasing their stake (Dec 2024 Jun 2025) (Consolidated for all mutual funds) X AGI Greenpac Ltd. X Aarti Drugs Ltd. X Aditya Vision Ltd. X Alkyl Amines Chemicals Ltd. X Alok Industries Ltd. X Apollo Micro Systems Ltd. X Aptus Value Housing Finance India Ltd. X Archean Chemical Industries Ltd. X Asahi India Glass Ltd. 🔟 Asian Paints Ltd. XX Awfis Space Solutions Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569470979518864) 2025-07-19 13:55:02 UTC XXX followers, XXX engagements "12 ⚔ Competition: Big global players (Salesforce ServiceNow) expanding in Newgens turf. Local startups/AI cos emerging. ✅ Advantage: Vertical depth (BFSI/govt) strong products trusted clients. #IndianIT"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946028607010443625) 2025-07-18 02:05:50 UTC XXX followers, XX engagements "12 Baazar Style Retail Ltd. XX Bajel Projects Ltd. XX Capri Global Capital Ltd. XX Central Bank Of India XX Clean Science And Technology Ltd. XX Deepak Fertilisers And Petrochemicals XX Dodla Dairy Ltd. XX Dr. Lal Pathlabs Ltd. XX E.I.D. - Parry (India) Ltd. XX E2E Networks Ltd. XX Engineers India Ltd. XX Eureka Forbes Ltd. XX FDC Ltd. XX Fiem Industries Ltd. XX GMM Pfaudler Ltd. XX Heritage Foods Ltd. XX Home First Finance Company India Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569474884382783) 2025-07-19 13:55:02 UTC XXX followers, XXX engagements "🔟 📉 Revenue Yields: Equity: XX bps Debt: XX bps Liquid: XXX bps Overall margin: to XX bps vs XX bps last quarter large AUM surge triggered TER drop. #HDFCAMC"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027444634571147) 2025-07-18 02:01:12 UTC XXX followers, XX engagements "📌 Sunteck Realty Q1 FY26 Earnings Thread 🧵 Luxury demand record pre-sales robust BD heres what you need to know 👇"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431223548825951) 2025-07-19 04:45:41 UTC XXX followers, XX engagements "1 Journey So Far 🗺 Mgmt struck a positive tone: Balance sheet stronger in size & quality over X years Deposit franchise growing well (+11% YoY) Focus: More secured granular portfolio X Cs: Cost of Deposit Ops Cross-sell Credit Cost"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913176072962272) 2025-07-20 12:40:47 UTC XXX followers, X engagements "7 Risks To Watch 👀 🚩 Elevated credit costs MFI Credit Cards South mortgages 🚩 NIM compression amid repo cuts & competition 🚩 Integration challenges post-acquisition 🚩 Tough mortgage competition"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909435013849172) 2025-07-20 12:25:55 UTC XXX followers, XX engagements "5 The AI Playbook 🤖 GenAI + ML = big bets: ✔ Better product classification ✔ Improved lead recommendations ✔ WhatsApp chatbot saving $X Mn annually Revenue boost from AI Not yet. Focus is cost saves + UX"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555016644563123) 2025-07-19 12:57:35 UTC XXX followers, XX engagements "21/25 📊 BESS Numbers: EPC: XXXX Cr per MW Revenue: 3040 lakh/MWh for BOS. Contribution low now will ramp up fast. #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429832709259634) 2025-07-19 04:40:09 UTC XXX followers, XX engagements "1 🚨 HDB Financial Services just dropped their first-ever earnings call post-IPO. Big retail-focused NBFC granular book and a cautiously optimistic outlook. Heres a crisp 🧵 on all you need to know: 👇 #EarningsCall #Q1FY26"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945545483784692108) 2025-07-16 18:06:04 UTC XXX followers, XXX engagements "11 💡 Investing heavily in AI-driven products. Continuing prudent R&D + Sales & Mktg spend. Focusing on insurance enterprise verticals smaller but more frequent deals. #Newgen"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946028604628115656) 2025-07-18 02:05:49 UTC XXX followers, XX engagements "4 Challenges & Stress ⚠ NIM fell due to repo cuts lower yields excess liquidity MFI book stress collection efficiency dipped to XXXX% South-based mortgages deteriorated post-acquisition transition pains Credit Card: high credit costs degrowth Credit cost guidance hiked by 1015 bps now X% of ATA"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909423433404675) 2025-07-20 12:25:53 UTC XXX followers, XX engagements "8 Capex & New Bets 🏗 5G SA rollout + UBR hardware manufacturing XX CBG plants giga factories for solar battery electrolyzers Kelvinator IP acquisition FMCG expansion Jio Games Jio AI Cloud Jio PC launched FMCG business demerger under regulatory approval"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946916244029952500) 2025-07-20 12:52:59 UTC XXX followers, XX engagements "5/25 💸 Operating Profit: Op AITA: XXX Cr (7% margin) Reported AITA: XXX Cr (5.8% margin +175% YoY) PAT: XX Cr vs X Cr YoY High tax due to standalone profit & global projects. #EarningsCall"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429789612687592) 2025-07-19 04:39:59 UTC XXX followers, XX engagements "💡 Low-cost global zinc leader + India infra story + critical minerals = watchlist. 🔗 More insights DM for notes or connect: #Stocks #Vedanta #Earnings"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910822867062967) 2025-07-20 12:31:26 UTC XXX followers, XX engagements "🏦📊 AU Small Finance Bank Q1 FY26 Strong loan & deposit growth but margin and asset quality under pressure. Core franchise holds. ROA target stays. Heres the full breakdown: 👇 #AUSmallFinanceBank #Q1FY26 #Banking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946909407075586410) 2025-07-20 12:25:49 UTC XXX followers, XX engagements "13 📌 Investor Qs: Why not bigger dividend Board balancing cash reserves X payout. Google revenue share Still stuck at CCI. Promoter stake Promoters buying more staying compliant"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945551111936446696) 2025-07-16 18:28:26 UTC XXX followers, XX engagements "9 Bottom Line 📌 Hindustan Zinc is doubling down record cost efficiency strong silver big capacity push & critical minerals pivot. Margins hold cash returns flow. ESG box ticked. Execution is key. #HindustanZinc #Q1FY26 #Metals #Investing"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910819599466500) 2025-07-20 12:31:25 UTC XXX followers, XX engagements "5 Balance sheet stays rock solid: negligible net debt net D/E of 0.02x and AA (Stable) rating reaffirmed by Fitch. ✅ X Sunteck sticks to its FY26 guidance: aims for similar or better pre-sales growth for the full year. 🎯"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431231270457376) 2025-07-19 04:45:43 UTC XXX followers, XX engagements "📌 XXX One Wam Q1 Solid top-line record profit sharp on growth levers. Short-term attrition pains but BNK & UBS lift scale & reach. Indias wealth wave remains the core moat. 🔗 For more: #360OneWam #Q1FY26 #Finance"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908615648121339) 2025-07-20 12:22:40 UTC XXX followers, XX engagements "5 EV Stress: Nearing Turning Point ⚡ EV Book still under pressure down XX% YoY. EV challenges likely till Q2 FY26. Mgmt expects gradual recovery in H2 FY26. Gross Slippages down: 1553 Cr vs 1748 Cr QoQ. Collection Efficiency (ex-NPS): healthy at 97.7%"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553939979345931) 2025-07-19 12:53:19 UTC XXX followers, XX engagements "🏦💡 ICICI Bank Q1 FY26: Resilient performance in a slow macro strong profit robust capital caution in unsecured retail. All the numbers & narrative you need: 👇 #ICICIBank #Q1FY26 #Banking"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910050788037053) 2025-07-20 12:28:22 UTC XXX followers, XX engagements "🐄 XX years old & evolving. Heritage Foods is positioning to be a branded value-added dairy-FMCG player with a clear Vision 2030. Next 2-3 quarters key to watch margin rebound & VAP scaling. DYOR 🔗 More insights: #HeritageFoods #Investing #Stocks"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517212455731496) 2025-07-19 10:27:22 UTC XXX followers, XX engagements "3 Bright Spots 🔍 ✅ Aerospace revenue +13% QoQ ✅ BMW JV profit +35% QoQ ✅ X large deals closed (4 $10M) ✅ Strong order book vs last year ✅ Debt-free 159M net cash despite dividend"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1944821956559430102) 2025-07-14 18:11:02 UTC XXX followers, XX engagements "17/25 💡 Softening Costs: Module price drop = better margins. Tariff war & US duties helped renegotiate turnkey prices. #EarningsCall"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429821158085071) 2025-07-19 04:40:06 UTC XXX followers, XX engagements "18 💪 HDFC AMC: XXXX% share of Indias individual investors most preferred. Direct channel: to XXXX% (was XXXX% last year) Fintech SIP flows from B30 towns growing fast. #Q1Results"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027474762273263) 2025-07-18 02:01:20 UTC XXX followers, XX engagements "2 💬 Mgmt Tone: CEO & CFO: Confident but realistic. ✔ Structural changes showing up in margins ✔ Large deal wins gaining pace ✔ FY27 growth + margin targets firmly on track ✔ FY26: bridging peer growth gap"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945675714453446857) 2025-07-17 02:43:33 UTC XXX followers, XX engagements "8 Strategy Board 🎯 🔹 CAMSO deal operational prep done regulatory clearance expected Q2 🔹 Product innovation Z-rated run-flat calm tech tires 🔹 Sustainability EcoVadis Silver renewable push to XX% by FY27 🔹 Digital AI in factories vendor integration EUDR-ready"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559406415732795) 2025-07-19 13:15:02 UTC XXX followers, XX engagements "62 Ujjivan Small Finance Bank Ltd. XX Usha Martin Ltd. XX V2 Retail Ltd. XX VA Tech Wabag Ltd. XX Vaibhav Global Ltd. XX Valor Estate Ltd. XX Vishal Mega Mart Ltd. XX West Coast Paper Mills Ltd. XX Yatharth Hospital & Trauma Care Services Ltd. XX Yes Bank Ltd"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946569486792016072) 2025-07-19 13:55:05 UTC XXX followers, XXX engagements "3 Operating revenue for Q1: XXX cr while EBITDA rose XX% YoY to XX cr. Margins expanded to XX% up XX% YoY. 🔥 X Net profit came in at XX cr up XX% YoY with a healthy net profit margin of 18%. Solid bottom line for a luxury play. 💎"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946431228615463406) 2025-07-19 04:45:42 UTC XXX followers, XX engagements "5 Strategic Playbook 🎯 ✅ CEO back sharper focus on profit volume ✅ Non-SMS push: WhatsApp RCS Voice ✅ AI: Deploying AI firewall & spam protection CPaaS-in-a-box for telcos ✅ Cross-sell: Proximus Global VIX reach ✅ New strategic tie-ups: Salesforce Infosys TechM under implementation ✅ Telecom API play + Digital ID pilots"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946558468045021441) 2025-07-19 13:11:18 UTC XXX followers, XX engagements "15/20 🌐 Distribution Strength: 2500+ wholesalers/dealers 30000 retailers Pan-India reach trusted brand for farmers. #agriculture"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946407085417374067) 2025-07-19 03:09:46 UTC XXX followers, X engagements "7 Saudi JV & Expansion 🌏 🛢 NextEra JV with Aramco Digital now live direct Saudi access. 🏆 New logos & deeper wallet share expected"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946556520466170025) 2025-07-19 13:03:34 UTC XXX followers, XX engagements "1 Soft Start 📉 Q1 FY26 Revenue: $3545M -X% QoQ but +3.7% YoY (CC) Operating Margin: XXXX% (-161 bps QoQ) Net Income: $440M Seasonally weak + client hit + margin squeeze"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1944828840921977277) 2025-07-14 18:38:23 UTC XXX followers, XX engagements "2/25 🗣 Management Commentary: Global CEO CK Takur: FY26 will be a strong year for Indias solar EPC market. CFO Ajit Satav Singh: Solid top line stronger balance sheet more non-fund based limits. #IndianMarkets"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946429782004310159) 2025-07-19 04:39:57 UTC XXX followers, XX engagements "15 ⚠ Risks: Yield compression AUM growth = lower bps margins due to SEBI TER rules Market valuations overvalued zone = correction risk Mgmt: monitoring both closely. #MutualFunds"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946027458127704368) 2025-07-18 02:01:16 UTC XXX followers, XX engagements "6 Risks & Watch Points ⚠ Geopolitics & US tariffs on Sri Lanka exports CAMSO faces XX% tariff (vs. XX% earlier). Talks on. CAMSOs revenue run rate dropped: $213M CY23 $150M now. Intl. realisation lower due to tariffs & one-time private label deal"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559400283681279) 2025-07-19 13:15:01 UTC XXX followers, XX engagements "16 Strategic Updates ✅ Focus on high-value HALS grades ($30$35/kg) single-source sticky biz Yield improvements in HALS Domestic HALS grades 622/944/119 scaling Vietnam entry new market #CleanScience"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946030598759526713) 2025-07-18 02:13:44 UTC XXX followers, XXX engagements "💼📈 XXX One Wam Q1 FY26 Record profit strong AUM growth but attrition bites. Indias wealth story intact. BNK & UBS boost scale. Heres the full snapshot: 👇 #360OneWam #Q1FY26 #WealthManagement"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946908581741379814) 2025-07-20 12:22:32 UTC XXX followers, XX engagements "3 Profitability Watch 💹 📉 Gross & EBITDA margin dipped raw material cost weak intl. mix & pricing absorption ✅ Working capital improved by XX Cr (now at -XX Cr) ✅ Debt reduced leverage healthy 📌 Raw material cost benefit: 1-2% drop expected in Q2"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946559390791893234) 2025-07-19 13:14:58 UTC XXX followers, X engagements "8/22 💳 Payments Engine: Jio Payment Solutions TPV: 7717 Cr (+93% YoY +29.4% QoQ) Jio Payments Bank Deposits: XXX Cr (+206% YoY +21.4% QoQ) Strong traction in payments ecosystem. #StockMarketIndia"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946428130924912934) 2025-07-19 04:33:23 UTC XXX followers, XX engagements "8 CAPEX & Balance Sheet 💰 Q1 FY26 capex spend: XXX Mn investing in capacity. Net debt negligible (D/E: 0.02) self-funded growth story. Shareholding: Promoters hold XXXX% (stable but watch float)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946448722050916541) 2025-07-19 05:55:13 UTC XXX followers, XX engagements "9 🛠 Strategic Updates: India MEA verticals reorg standard global model. BPO ramp up tied to deals not contradicting GenAI story. Manufacturing Experience Centre 60+ clients hosted. Big partnerships: Nuix ServiceNow Cisco"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945675732803551237) 2025-07-17 02:43:38 UTC XXX followers, XX engagements "🔟 Bottom Line 🧾 Heritage Foods faced a bumpy Q1 due to weather & costs but hit record revenue. Key growth levers: Ice cream yogurt healthy VAP Nutri. Margins expected to bounce back as volume-led leverage kicks in. A South India dairy pivoting towards FMCG play"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517209502867729) 2025-07-19 10:27:21 UTC XXX followers, XX engagements "1 Big Picture 📊 Management stays cautiously optimistic. RBI easing: ✅ Repo rate -100bps since Feb 2025 ✅ CRR cut -100bps India: XXX% GDP growth & XXX% CPI forecast. Macro looks supportive but Bandhans EV book still drags"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946553928759611688) 2025-07-19 12:53:16 UTC XXX followers, XX engagements "3 Business Mix Drivers 🔑 ➡ New Verticals (Ginger Cumin am Stays & Trails): +27% YoY ➡ Ginger: +25% YoY ➡ Management Fees: +17% YoY capital-light model paying off. ➡ Big growth in spiritual & experiential tourism"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946555758289850863) 2025-07-19 13:00:32 UTC XXX followers, XX engagements "4 ⚙ Operational Highlights: Structural cost efficiencies: lower people energy & F&B cost ratios Strong customer satisfaction (NPS 84) High RevPAR premium: +34% vs industry (Luxury/Upper-Upscale/Upscale)"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1945687056862343221) 2025-07-17 03:28:38 UTC XXX followers, XX engagements "12 Investor FAQs Answered 📌 TMD outlook: Wait & watch till tariff clarity. 📌 MTD margins: Should expand with better utilization. 📌 New products: Commercial supplies started. 📌 ATC: Export-heavy India defense bets long-term play"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946433981471506540) 2025-07-19 04:56:38 UTC XXX followers, XX engagements "8 Risks 🔍 ⚠ Commodity swings Back-to-back hedging + variable pricing ⚠ Execution delays None so far projects on track ⚠ Conservative margin guide Mgmt sticking to realistic 14-16% EBITDA"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946445820234187245) 2025-07-19 05:43:41 UTC XXX followers, XX engagements "🪙⚡ Hindustan Zinc Q1 FY26: Record production lowest cost big expansion bets steady in a soft metal cycle. Key numbers & roadmap inside: #HindustanZinc #Vedanta #Metals"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946910787106415048) 2025-07-20 12:31:18 UTC XXX followers, XX engagements "11 Investor Qs Answered ✅ NIMs: Bottomed out should rebound from Q3. Costs: Collection migration costs front-loaded normalizing by H2. Credit Cards: Profitability to improve redesigning portfolio. ROA: X% exit target for Q4 FY26 intact. Growth: Quality over blind expansion"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946913222948511794) 2025-07-20 12:40:58 UTC XXX followers, X engagements "8 Key Risks To Watch ⚠ 🌀 Weather: Unseasonal patterns hit Q1 VAP demand watch for repeats. 💸 Price Holding: Mgmt chose not to hike prices despite input inflation helped volumes hit short-term margins. 📦 SMP Inventory: Higher stock due to lower VAP offtake needs to clear"  [@satyam_sa16](/creator/x/satyam_sa16) on [X](/post/tweet/1946517202410279309) 2025-07-19 10:27:20 UTC XXX followers, X engagements
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@satyam_sa16 Satyam 🇮🇳
Satyam 🇮🇳 posts on X about india, debt, balance sheet, macro the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXX +2,658%
- X Months XXXXX +403%
- X Year XXXXXX +160%
Mentions: XXX #
Followers: XXX #
- X Week XXX +27%
- X Months XXX +29%
- X Year XXX +4.40%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance countries stocks technology brands travel destinations social networks automotive brands
Social topic influence india, debt, balance sheet, macro, banking, finance #1354, infra, sustainability, acquisition, lending
Top assets mentioned BlackRock Inc (BLK) ServiceNow Inc (NOW)
Top Social Posts #
Top posts by engagements in the last XX hours
"18/22 🛡 Competitive Moat: AAA rating for NBFC arm. Customer acquisition = lowest via Jio ecosystem. No legacy tech drag = cost win. 17800 Cr NFO shows market trust. #EarningsCall"
@satyam_sa16 on X 2025-07-19 04:33:33 UTC XXX followers, XX engagements
"6/25 📚 Order Book: Unexecuted orders: 8348 Cr 👉 XX% India 👉 X each in Europe & South Africa O&M Portfolio: XXX GW Strong base for growth. #IndianMarkets" @satyam_sa16 on X 2025-07-19 04:40:00 UTC XXX followers, XX engagements
"9 Notable new acquisition: 2.5-acre Andheri redevelopment near WEH worth XX billion GDV. BD spend is ramping up fast. 💼 🔟 Collections may lag pre-sales growth near term but this is due to new launch timelines execution to catch up as work progresses" @satyam_sa16 on X 2025-07-19 04:45:44 UTC XXX followers, XX engagements
"45 Rashtriya Chemicals and Fertilizers Ltd. XX Repco Home Finance Ltd. XX Responsive Industries Ltd. XX Sammaan Capital Ltd. XX Sandhar Technologies Ltd. XX Schneider Electric Infrastructure Ltd. XX Shaily Engineering Plastics Ltd. XX Shree Renuka Sugars Ltd. XX Signatureglobal (India) Ltd. XX Stove Kraft Ltd. XX TARC Ltd. XX Tata Teleservices (Maharashtra) Ltd. XX Thangamayil Jewellery Ltd. XX The Anup Engineering Ltd. XX The South Indian Bank Ltd. XX Trident Ltd. XX UCO Bank" @satyam_sa16 on X 2025-07-19 13:55:04 UTC XXX followers, XXX engagements
"8 Guidance Mgmt expects ULIP demand to bounce back in H2 FY26 📈 Single premium annuity to revive as FD rates drop Goal: deliver alpha over private peers no plans for growth decline next X months" @satyam_sa16 on X 2025-07-15 18:34:42 UTC XXX followers, XX engagements
"4 Outlook: Growth Revival 🚀 💬 No FY26 guidance but management confident: No further rev decline expected from here Firewall RCS & map server deals will kick in from Q2+ Mid-teen growth profile targeted over 2-3 years" @satyam_sa16 on X 2025-07-19 13:11:18 UTC XXX followers, XX engagements
"18/25 📉 Receivable Risks: XX Cr impairment = one-off hit. Customer claims XXX Cr part indemnified. Auditors: no extra provisions needed. Legacy clean-up continues. #IndianMarkets" @satyam_sa16 on X 2025-07-19 04:40:07 UTC XXX followers, XX engagements
"19/22 💡 Investor FAQs: Q: Will early-stage bets drag profits A: Management: Unit economics strong scale will drive earnings soon. Payments Bank buyout Long-term synergy full control. #Q1Results" @satyam_sa16 on X 2025-07-19 04:33:33 UTC XXX followers, XX engagements
"4 Guidance & Outlook 🔮 Indian tire market: Strong single-digit CAGR till 2031 FY26: Double-digit revenue growth target Domestic: 2W replacement strong double-digit CV strong single-digit Passenger muted but share gains Intl. biz: rebound likely Q2 onwards de-stocking ends Europe seasonal uptick" @satyam_sa16 on X 2025-07-19 13:14:59 UTC XXX followers, X engagements
"1 Solid Macro Tailwind 🚂 Mgmt upbeat on Indias FY26 GDP growth (6.5%). Govt capex + infra boom = strong steel demand. Global worries Tariffs geopolitics & cheap Chinese exports stay headwinds" @satyam_sa16 on X 2025-07-20 12:34:44 UTC XXX followers, X engagements
"2 💰 Headline Numbers: 📈 Standalone Revenue: XXX Cr (+20% YoY) 🧾 Standalone PAT: XXX Cr (+47% YoY) 📊 Consolidated Revenue: XXX Cr (+20% YoY) 🏆 Record XX% EBITDA margin (up XXX bps) 💹 PAT Margin: XX% (up XXX bps)" @satyam_sa16 on X 2025-07-17 03:28:36 UTC XXX followers, XX engagements
"2 Why the Softness Large deal ramp-ups delayed Macro headwinds: US tariffs policy drag Some clients paused/recalibrated spend Operating deleverage hit margins But: No major deal cancellations only delays" @satyam_sa16 on X 2025-07-14 18:11:01 UTC XXX followers, XX engagements
"9 Brand Push & Innovation 🧪 📺 Rolled out first-ever milk purity campaign strengthening trust vs. new-age brands. 🥛 Working on innovations: reduced/zero lactose milk fortification with A & D. 🚚 Digitising last-mile delivery + traceable supply chain" @satyam_sa16 on X 2025-07-19 10:27:21 UTC XXX followers, X engagements
"11/22 🚀 Key Drivers: ✅ Strong Jio parentage ✅ Massive 500M customer base (MyJio) ✅ Secured lending pivot ✅ Fully digital no legacy tech drag ✅ Proprietary alt-data for underwriting ✅ Wide distribution low CAC #Q1Results" @satyam_sa16 on X 2025-07-19 04:33:26 UTC XXX followers, XX engagements
"12 🔭 Guidance: Loan growth: +300 bps faster than industry for next XX yrs FY27 credit costs seen normalising NIM impact from repo cuts Q2 NIM will dip but longer term inverted C recovery #Q1Results #Banks" @satyam_sa16 on X 2025-07-18 01:55:09 UTC XXX followers, XX engagements
"6 Capex & Expansion 🚀 📈 Capacity now: XX MT Badra Cement buyout complete: clinker grinding limestone jetty 💰 Outlay: 3600 Cr total 🏗 Kach & Surat plants: dry runs H1 FY27 full by Q3 FY27 🚉 Railway siding near Kach: 110-130 Cr planned" @satyam_sa16 on X 2025-07-19 05:05:42 UTC XXX followers, X engagements
"4 International Push 🌍 US hotels solid (The Pierre shining) RevPAR XX% Cape Town: XX% RevPAR growth. London properties getting XX Mn upgrades. Frankfurt Taj Grand Hotel opens Jan XX. New Chambers private clubs coming up globally (London Frankfurt Dubai)" @satyam_sa16 on X 2025-07-19 13:00:33 UTC XXX followers, XX engagements
"11 Red Flags 🚨 Overall SSG just X% lower than dept. store LFL (5%) In tune drag Travel & luggage category: down 30-40% Continued losses in In tune foreseeable Management expects Q2/Q3 to be outliers must deliver" @satyam_sa16 on X 2025-07-20 12:45:56 UTC XXX followers, XX engagements
"12/18 💪 Competitive Edge: Clients consolidating vendors Wipro winning share. No share loss reported. Price pressure intense but stable overall. #ITServices #Wipro" @satyam_sa16 on X 2025-07-18 02:20:07 UTC XXX followers, XX engagements
"🔟 Addressing Investor Worries ✅ Debt: solid deleveraging target 2x EBITDA ✅ Badra funding: 1200 Cr via CCPS/CCT no extra debt ✅ Freight spike: temporary fixes in place ✅ Slag: tied up with Tata Steel Gujarat safe (OPC/PPC dominant)" @satyam_sa16 on X 2025-07-19 05:05:45 UTC XXX followers, XX engagements
"🏦 RBL Bank Q1 FY26: A quarter of tough NIMs rising OPEX but also a clear roadmap for a better stronger more balanced bank ahead. Lets break it down: #EarningsCall #IndianMarkets #Q1Results" @satyam_sa16 on X 2025-07-20 12:40:46 UTC XXX followers, XX engagements
"5 Capex & Cash Flow 💸 FY26 capex: 1200 Cr upgrades + new assets + digital. 5-yr capex plan: 5000 Cr fully free cash flow funded ROC accretive. No big debt plans over 3500 Cr cash on books" @satyam_sa16 on X 2025-07-19 13:00:34 UTC XXX followers, X engagements
"12 Risks ⚠ Global trade/geopolitical drag longer client cycles Non-established product slowdown (esp. Europe/China/US tariffs) Phenol derivative market weak Pharma segment dip (high base Q4) #cleanscience" @satyam_sa16 on X 2025-07-18 02:13:41 UTC XXX followers, XXX engagements
"2 Margins Softer But Recovering 📉➡📈 Q1 EBITDA: XXX Mn (EBITDA margin: 6.5%) PAT: XXX Mn (PAT margin: 3.6%) Margins dipped YoY due to: ☔ Unseasonal rains ❄ Cool summer 📈 Input cost inflation Management expects normalisation as volumes rebound" @satyam_sa16 on X 2025-07-19 10:27:15 UTC XXX followers, X engagements
"8 Competitive Strategy 🤝 Yes Bank is avoiding risky growth de-focused on low-margin segments like home & auto loans Sticking to profitability market share in large corporate lending Pushing digital & AI-led efficiency to drive long-term cost savings" @satyam_sa16 on X 2025-07-20 12:48:39 UTC XXX followers, XX engagements
"6 Guidance & Outlook 🔭 FY26 loan growth: 15-17% overall. EV Book to grow 5-8% in FY26 (H2 heavy). Credit cost to stay near 2.5%. NIM may compress in Q2 but stabilise H2 onwards. Deposit rate cuts to benefit fully by Mar 2026" @satyam_sa16 on X 2025-07-19 12:53:19 UTC XXX followers, XX engagements
"📌 CEAT Q1: Strong domestic engine global gears in flux. Margins softer but tailwinds in RM costs EV premiumisation & CAMSO synergies ahead. Key watch: Sri Lanka tariff resolution & CAMSO rebound. 🔗 More India Inc. updates: #CEAT #Q1FY26 #Auto" @satyam_sa16 on X 2025-07-19 13:15:03 UTC XXX followers, XXX engagements
"8 Investor Concerns ✅ Mgmt clear on: 🔸 Churn will take time. 🔸 Busy margins likely to soften as it expands. 🔸 Advertising is an investment zone 3-4 quarters to judge. 🔸 No platform fee for free users planned" @satyam_sa16 on X 2025-07-19 12:57:38 UTC XXX followers, XX engagements
"7 GDV expansion is on track management targets pushing Gross Development Value to 500+ billion by March FY26. 🏙 X New launches worth XXX billion GDV are planned over the next three quarters. Pipeline includes marquee Mumbai locations. 📍" @satyam_sa16 on X 2025-07-19 04:45:43 UTC XXX followers, XX engagements
"9 Key Risks ⚠ ❌ TMD low orders: X quarters of struggle. 🌍 Geopolitical & tariff uncertainties. 💸 Capex hesitation by textile mills. 📉 MTD margin pressure from new units & competition. 🔑 Execution delays for LC-backed exports" @satyam_sa16 on X 2025-07-19 04:56:36 UTC XXX followers, XX engagements
"🔟 ✅ Big Picture: ITC Hotels is firing on all cylinders ✔ Record revenue & profit ✔ XX% RevPAR premium ✔ Expansion without heavy capex load ✔ Sustainability leadership ESG-friendly ✔ Well-poised to ride Indias booming travel/hospitality cycle" @satyam_sa16 on X 2025-07-17 03:28:43 UTC XXX followers, XX engagements
"6 Yogurt Play Gets Deeper 🍶 📈 Increased stake in HNFPL to XXXX% strategic control of yogurt supply chain. New co-packed sub-brand Nav of Libo launched: Targeting X tons/day in Year X XX tons in X years. Healthier VAP mix = better margins ahead" @satyam_sa16 on X 2025-07-19 10:27:18 UTC XXX followers, X engagements
"10/22 🎯 Guidance & Outlook: Trend: Business income as % of net income will keep rising. Focus: Full-stack provider with healthy growth profitable market share superior returns. Early-stage bets impact to grow. #EarningsCall" @satyam_sa16 on X 2025-07-19 04:33:25 UTC XXX followers, XX engagements
"2 Profitability Snapshot 🧾 💡 PBT Margin: XXXX% 💸 Basic EPS: XXX (+35.5% YoY) 📉 Debt/Equity: XXXX (basically debt-free) 📊 FY25 RoE: XX% 📈 FY25 RoCE: XX% Healthy balance sheet. High return ratios" @satyam_sa16 on X 2025-07-19 05:55:09 UTC XXX followers, XX engagements
"8 Guidance & Outlook 📅 FY EBITDA guidance: Moderated to 1518% growth (was 1820%) Q2: Subdued like Q1 H2: Pickup from Q3 stronger Q4 as new products ramp #CleanScience" @satyam_sa16 on X 2025-07-18 02:13:39 UTC XXX followers, XXX engagements
"6 Risks & Watchpoints ⚠ Headcount down by XXX despite freshers onboarding. PAT boost partly from exchange gains/other income watch core ops conversion. DSO up by X days to XX. OCF/PAT slipped to XX% (from 88%) FCF/PAT to XX% (from 68%). 📉 Macro still cautious esp. BFSI spend" @satyam_sa16 on X 2025-07-19 13:03:33 UTC XXX followers, X engagements
"14 🔥 Growth Drivers: Industry flows 🔼 Strong SIP book less market-sensitive Full product range (100 funds) HDFC Bank as mega distributor Digital + client delight push Expanding in B30 cities #HDFCAMC" @satyam_sa16 on X 2025-07-18 02:01:15 UTC XXX followers, XX engagements
"Shares where Mutual Funds are Consistently Decreasing their Stake (Dec 2024 Jun 2025) X ACC Ltd. X Butterfly Gandhimathi Appliances Ltd. X CarTrade Tech Ltd. X Ceigall India Ltd. X Cholamandalam Financial Holdings Ltd. X Container Corporation Of India Ltd. X Fortis Healthcare Ltd. X Gateway Distriparks Ltd. X General Insurance Corporation of India 🔟 Go Digit General Insurance Ltd. XX India Shelter Finance Corporation Ltd. XX KNR Constructions Ltd. XX Knowledge Marine & Engineering Works Ltd. XX Motherson Sumi Wiring India Ltd" @satyam_sa16 on X 2025-07-19 13:59:10 UTC XXX followers, XXX engagements
"🧬 An Indian CRTO with global linkages & strong niche leadership. Vimta Labs is quietly scaling up. Will it be a steady compounding story for the next 5-10 years 📈 DYOR 🔗 More insights: #Vimta #IndiaEquity #Investing" @satyam_sa16 on X 2025-07-19 05:55:15 UTC XXX followers, XXX engagements
"9 Risks To Watch ⚠ EV guardrails limit near-term growth. 📉 NIM compression if CASA drag persists. 📍 Geographies like TN Karnataka parts of UP & Gujarat still tough for fresh disbursals. 📌 Old unsecured retail & housing stress pockets remain" @satyam_sa16 on X 2025-07-19 12:53:22 UTC XXX followers, XX engagements
"8 Key Drivers 🚀 ✅ MTD & ATC strong growth engines. ✅ New product launches: VMCs HMCs 5-axis CNC. ✅ ATCs XX% export share. ✅ Africa (esp. Egypt) emerging as new TMD export hub" @satyam_sa16 on X 2025-07-19 04:56:36 UTC XXX followers, XX engagements
"🔟 Investor Lens 🔍 Drivers: ✔ Premiumization lifts margins ✔ Beauty: a growth engine ✔ Loyalty personal shoppers = stickiness & big basket sizes ✔ Cost control + inventory discipline Risks: ⚠ In tune losses & competition ⚠ Heavy depreciation/interest drag ⚠ X of last X quarters = negative profit ⚠ Macro headwinds pooretic impact on discretionary spend" @satyam_sa16 on X 2025-07-20 12:45:55 UTC XXX followers, XX engagements
"4 CASA Pressure 🏦 CASA: 41858 Cr down -XX% QoQ. Seasonality + rate cuts = expected dip. Retail Term Deposits: +34% YoY liability engine getting stronger" @satyam_sa16 on X 2025-07-19 12:53:18 UTC XXX followers, XX engagements
"2 But Cash is King 💰 LTM Operating Cash Flow: $2.57B Free Cash Flow: $2.42B Gross Cash: $3.46B Net Cash: $3.19B Dividend: 12/share (LTM payout XX% of net income)" @satyam_sa16 on X 2025-07-14 18:38:24 UTC XXX followers, XX engagements
"3 Balance Sheet Health 📊 Advances: +5% YoY commercial banking up XX% corporate X% retail flat Total Deposits: +4% YoY branch-led retail deposits up XX% YoY CASA ratio: XXXX% CET1: XX% Capital Adequacy: XXXX% CD Ratio: 87.5%" @satyam_sa16 on X 2025-07-20 12:48:34 UTC XXX followers, X engagements
"🧪 A quiet compounder in the CRTO space Vimta Labs Q1 FY26: solid double-digit growth steady margins capacity expansion and Indias #1 in multiple niches. Heres what you should know 🧵👇 #VimtaLabs #Q1FY26 #IndianMarkets" @satyam_sa16 on X 2025-07-19 05:55:08 UTC XXX followers, XXX engagements
"1 Headline Numbers 💰 ✅ Total AUM: XXXX lakh Cr up XX% YoY ✅ Net flows: 20950 Cr (incl. 18266 Cr BNK acquisition) ✅ PAT: XXX Cr highest ever +18% YoY ✅ Revenue: XXX Cr Costs: XXX Cr ✅ Cost-to-income: XXXX% (better than Q4s 50.7%) ✅ Tangible ROE: 19.6%" @satyam_sa16 on X 2025-07-20 12:22:32 UTC XXX followers, X engagements
"9 📌 Guidance & Outlook: No formal AUM target growth aligned with macro. Credit cost to stabilise/improve. Early delinquencies in CV to normalise. Mortgage demand steady as rates ease" @satyam_sa16 on X 2025-07-16 18:06:09 UTC XXX followers, XX engagements
"19/25 🏢 Subsidiary Losses: US Australia Dubai subs: no projects only overheads & legal costs. Not from running intl EPC projects. #StockMarketIndia" @satyam_sa16 on X 2025-07-19 04:40:08 UTC XXX followers, XX engagements
"12 🔭 FY guidance: Employee cost: +10-12% annual Other expenses: +12-15% annual Few new NFOs focus on consolidation Equity AUM mix to keep rising (SIPs & market gains) #HDFCAMC" @satyam_sa16 on X 2025-07-18 02:01:14 UTC XXX followers, XX engagements
"15 Nath Bio-Genes (India) Ltd. XX Nazara Technologies Ltd. XX NRB Bearings Ltd. XX Orient Cement Ltd. XX Protean e-Gov Technologies Ltd. XX Quess Corp Ltd. XX Sterling Tools Ltd. XX TVS Motor Company Ltd. XX Thermax Ltd. XX Thomas Cook (India) Ltd. XX Unichem Laboratories Ltd. XX Unimech Aerospace and Manufacturing Ltd. XX Utkarsh Small Finance Bank Ltd. XX VST Industries Ltd" @satyam_sa16 on X 2025-07-19 13:59:11 UTC XXX followers, XXX engagements
"11 The Big Picture 🎯 🧱 Acquisition-led expansion to dominate West 💰 Strong balance sheet to fund growth ⚙ Cost control & premium focus = margin strength 🏗 Government infra = strong demand runway ♻ Sustainability push stays on track" @satyam_sa16 on X 2025-07-19 05:05:45 UTC XXX followers, XX engagements
"5 Outlook 🔭 ROA target: XXX% by FY27 reiterated FY26 ROA to trend upwards NIM: Q2 bottom gradual recovery from Q3 MFI: expected to stabilise Q2 grow to 7k Cr FY-end Mortgages: target 1718% growth FY26 20%+ next year Adding 7080 new deposit branches + 200+ new Wheels & MBL branches" @satyam_sa16 on X 2025-07-20 12:25:53 UTC XXX followers, X engagements
"🏦 Bandhan Bank: Cautious today optimistic for tomorrow. Q1 FY26 saw continued EV stress resilient secured growth & clear H2 recovery plans. Key takeaways for investors 👇 #BandhanBank #Q1FY26 #Microfinance #Banking" @satyam_sa16 on X 2025-07-19 12:53:15 UTC XXX followers, XXX engagements
"9 🚀 Drivers: Healthy pipeline despite slow closures AI push: 7080% of use cases AI-linked (ML/GenAI) New Logos every qtr Patent for data compression = edge in big docs Banking insurance govt focus #Newgen" @satyam_sa16 on X 2025-07-18 02:05:47 UTC XXX followers, XX engagements
"1 📡💻 Tech Mahindra Q1 FY26: Margins up for 7th straight quarter revenue steady but macro remains wobbly. Large deals promise better H2. All highlights for investors here 👇 #TechM #Earnings #ITServices #Q1FY26" @satyam_sa16 on X 2025-07-17 02:43:33 UTC XXX followers, XX engagements
"1 📌 Axis Bank Q1 FY26 Concall Key Takeaways Steady operating performance ✅ Non-interest income strong ✅ Technical asset tweaks hit reported metrics ✅ Long-term outlook solid 🧵👇 #AxisBank #Q1FY26 #IndianBanking" @satyam_sa16 on X 2025-07-18 01:55:02 UTC XXX followers, XXX engagements
"1 Headline Numbers 📊 ✅ Revenue: 3520 Cr up XXXX% YoY first ever 3500 Cr+ quarter ✅ Standalone PAT: XXX Cr ✅ Consolidated PAT: XXXXX Cr ( YoY but QoQ) ✅ EBITDA: XXX Cr Margin: XXXX% ( 56bps QoQ 122bps YoY) ✅ Gross margin: XXXX% ( YoY & QoQ) ✅ Net debt: down XXX Cr 1814 Cr Debt/EBITDA: 1.2x" @satyam_sa16 on X 2025-07-19 13:14:57 UTC XXX followers, X engagements
"5 Guidance 🎯 ROA: X% by FY27 XXX% by FY30 NIM for X% ROA: X% Credit growth: 12-15% FY26 RIDF to shrink X% of total advances by FY27 SR recoveries: 1200 Cr for FY26 Digital KPIs (AI GenAI) to be disclosed soon" @satyam_sa16 on X 2025-07-20 12:48:36 UTC XXX followers, XX engagements
"5 📌 Growth Drivers: ✔ Portfolio: 200+ hotels (143 operational + XX pipeline) ✔ X new signings in Q1 FY26 ✔ Asset-Right strategy fast capital-light expansion into Tier 2/3 cities ✔ Focus on loyalty revamped Club ITC" @satyam_sa16 on X 2025-07-17 03:28:38 UTC XXX followers, XX engagements
"4 Outlook 🔭 FY26 net flows target: 1215% of opening ARR AUM (2735k Cr) Wealth: 2025k Cr Asset Mgmt: 912k Cr Attrition impact should stabilise after Q2 New alternate fund every quarter One large intl. mandate expected FY26 BNK full impact Q2 onwards UBS from Q3" @satyam_sa16 on X 2025-07-20 12:22:36 UTC XXX followers, X engagements
"🧵 1/22 💰 Jio Financial Services Q1 FY26: Indias youngest big-finance disruptor is stepping up 📈 Revenue up AUM exploding TPV surging. Big bets on digital finance secured lending & massive reach. Full breakdown 🧵👇 #EarningsCall #Q1Results" @satyam_sa16 on X 2025-07-19 04:33:18 UTC XXX followers, XXX engagements
"1 Strong Q1 Print 📊 Total Income: XXX Mn (+31.4% YoY +3.3% QoQ) EBITDA: XXX Mn (+33.1% YoY +2% QoQ) PAT: XXX Mn (+36% YoY +3.3% QoQ) EBITDA Margin: XXXX% PAT Margin: XX% Solid stable margins despite growth momentum" @satyam_sa16 on X 2025-07-19 05:55:08 UTC XXX followers, XX engagements
"4 Cost Control 👌 Cost to Income: XXXX% (vs XXXX% YoY) Operating expenses (ex-PSLC): +5.7% YoY RIDF + borrowing costs trending down supports NIM" @satyam_sa16 on X 2025-07-20 12:48:35 UTC XXX followers, X engagements
"4 Where They Operate 🔬 Core segments: X Pharma Analytical Clinical & Preclinical Research X Food & Agri Testing X Electronics & Electricals Testing & Certification X Environmental Testing & Consultancy A well-diversified testing powerhouse" @satyam_sa16 on X 2025-07-19 05:55:10 UTC XXX followers, XX engagements
"1 The Vibe MD & CEO Mr. P. Shashadri: ✔ Confident & focused on sustainable growth ✔ New systems paying off: faster customer onboarding & better branch productivity ✔ Cost discipline + focus on quality assets" @satyam_sa16 on X 2025-07-19 05:52:03 UTC XXX followers, X engagements
"20/22 📊 Strategy: Jio BlackRock JV: Reg nods done full-stack roll-out ahead. One customer view AI platform boost CX + detect defaults. Pod Structure: 80+ X-functional teams for agility. #StockMarketIndia" @satyam_sa16 on X 2025-07-19 04:33:34 UTC XXX followers, XX engagements
"7 Whats Fueling Growth 🔋 Indias rising consumption & young demographics Jios deep tech stack: Unique UBR tech for broadband more scalable than FWA Retail: Diversified omni-channel + quick commerce boom O2C: Limited global refining supply keeps margins firm New Energy: Largest integrated green energy project outside China" @satyam_sa16 on X 2025-07-20 12:52:58 UTC XXX followers, XX engagements
"Indian Hotels is executing a clear premium + asset-light + digital play. Strong brand healthy cash double-digit growth XXX hotel roadmap. One of Indias crown jewels in the making 🏰 DYOR 🔗 More deep concalls: #IHCL #Taj #Hospitality #IndiaInc #Investing" @satyam_sa16 on X 2025-07-19 13:00:37 UTC XXX followers, XX engagements
"5 #1 or Among Top 🏆 Pharma Analytical: #1 in India works with XX% of Top XX pharma cos. 🌍 Clinical Research: XX% revenues from overseas. ⚡ Electronics: Leading EMI/EMC player. 🥗 Food Testing: #1 serves 16/20 top food cos in India. 🌱 Environment: Top X player for PSUs & big corps" @satyam_sa16 on X 2025-07-19 05:55:11 UTC XXX followers, XX engagements
"4 📉 Yields may decline with AUM surge. Mgmt says: Good problem to have Absolute revenue keeps climbing 📈 HDFC Bank tie-up = big distribution boost. #HDFCAMC" @satyam_sa16 on X 2025-07-18 02:01:09 UTC XXX followers, XX engagements
"🔟 Bottom Line 🧪 Vimta Labs is an under-the-radar leader in Indias testing space. Strong moat in niche segments. Clean balance sheet. Proven compounding track. If capacity + industry tailwinds hold growth looks sustainable" @satyam_sa16 on X 2025-07-19 05:55:14 UTC XXX followers, XX engagements
"🏦 Transformation in motion. South Indian Bank Q1 FY26: solid profit cleaner book digital push and a plan to get better yields not just higher ones. Heres the full breakdown 🧵👇 #Banking #IndianBanks #Q1Results" @satyam_sa16 on X 2025-07-19 05:52:02 UTC XXX followers, XX engagements
"20/25 🔍 NTPC Project: Kabra X delayed module supply. Time extensions claimed protects revenue. #EarningsCall" @satyam_sa16 on X 2025-07-19 04:40:09 UTC XXX followers, XX engagements
"2 🗣 CEO Amitab Chri: Steady operating performance with high non-interest income & cost moderation. Axis stays focused on profitable sustainable growth with a resilient balance sheet & strong capital. #AxisBank" @satyam_sa16 on X 2025-07-18 01:55:02 UTC XXX followers, XX engagements
"8/18 🔑 Whats Driving Growth Large Deals: $5B total bookings (+51% YoY) $2.7B large deals (+131% YoY) AI Data Modernization: Accelerating. Vendor consolidation = bigger wallet share. #Wipro" @satyam_sa16 on X 2025-07-18 02:20:04 UTC XXX followers, XX engagements
"4 Margins & Costs 💰 Standalone EBITDA Margin: XX% but mgmt sees 32-33% as sustainable. Sales & Marketing spend up XX Cr vs XX Cr YoY funding new performance marketing push. Ad spend: 6-10 Cr/quarter for experiments (YouTube Meta affiliate)" @satyam_sa16 on X 2025-07-19 12:57:35 UTC XXX followers, X engagements
"7/25 💰 Debt Position: Gross borrowings down (IRA loan repaid). Net debt up XXX Cr (Bank of Maharashtra disbursement). #StockMarketIndia" @satyam_sa16 on X 2025-07-19 04:40:00 UTC XXX followers, XX engagements
"1 Record Quarterly Revenue 💰 Q1 FY26 Revenue: 11368 Mn highest ever for Heritage. ✅ Third straight quarter of double-digit growth. 💡 VAP (Value Added Products) = XX% of sales grew XXX% YoY. But margins took a seasonal hit" @satyam_sa16 on X 2025-07-19 10:27:14 UTC XXX followers, X engagements
"1 Management Commentary LMWs CFO Mr. Ventil set the tone: ⚠ Caution for Textile Machinery (TMD) low orders market uncertainty. ✅ Optimism for Machine Tools (MTD) & Aerospace (ATC) strong growth ahead" @satyam_sa16 on X 2025-07-19 04:56:31 UTC XXX followers, XX engagements
"6 Whats Driving Growth 🚀 💊 Global push for new drugs & biologics 🔌 Make in India + EV surge = more electrical/electronics testing 🥘 Stricter food safety rules higher export compliance 🌍 Tighter environment norms air water soil testing boom Macro tailwinds look strong" @satyam_sa16 on X 2025-07-19 05:55:11 UTC XXX followers, XX engagements
"12 ✅ Big Picture: LTTS is navigating short-term headwinds with long-term levers: Large deals AI offshore push = back-end H2 tailwind Mid-16% EBIT margin target reaffirms focus on profitable scale $2B rev goal in sight" @satyam_sa16 on X 2025-07-17 02:38:29 UTC XXX followers, XX engagements
"6 Key Levers 🔑 Strong retail deposits XX% growth vs system XX% Core secured lending XX% of book high yield healthy ROAs Fintare acquisition: boosting gold loans & southern markets Govt support CGFMU cover for MFI policy tailwinds Digital adoption & productivity push" @satyam_sa16 on X 2025-07-20 12:25:54 UTC XXX followers, X engagements
"5 Product Mix Snapshot 📊 ULIP: XX% Participating: XX% Non-par savings: XX% Term: X% Annuity: X% Protection & annuity segments clocking double-digit growth" @satyam_sa16 on X 2025-07-15 18:47:19 UTC XXX followers, XX engagements
"20 🔍 Yield drop Mgmt: Good problem AUM soars absolute revenue up. Actively exploring ways to slow down yield fall. Focus: sustainability & scale. #MutualFunds" @satyam_sa16 on X 2025-07-18 02:01:21 UTC XXX followers, XX engagements
"🚨 Big Solar Story Unfolding Waaree Renewable Technologies just dropped a blockbuster Q1 200%+ profit growth record order book & green hydrogen pilot live Why this solar EPC play is in the sweet spot 🧵 #EarningsCall #IndianMarkets #RenewableEnergy" @satyam_sa16 on X 2025-07-19 05:43:36 UTC XXX followers, XX engagements
"17 Red Flags 🚩 FY26 EBITDA trimmed to 1518% Stake sale significant % drop (75% 51%) Q2 subdued H2 ramp crucial #Q1Results" @satyam_sa16 on X 2025-07-18 02:13:45 UTC XXX followers, XX engagements
"9 Outlook & Risks 🧩 No explicit FY26 guidance but huge India market opps till 2030/33. Key risk: execution regulatory shifts global pharma cycles currency. No major M&A announced purely organic growth for now" @satyam_sa16 on X 2025-07-19 05:55:13 UTC XXX followers, XX engagements
"13 Surprises & Red Flags ⚠ EPC down XX% YoY WC cycle dipped to XX days (vs 50-55) due to payables jump. A&P spend low in Q1 will ramp up for B2C push" @satyam_sa16 on X 2025-07-20 12:38:04 UTC XXX followers, XX engagements
"2 Asset Quality Steady 🧹 Gross NPA: XXX% (flat QoQ) Net NPA: XXX% (flat QoQ) Provision Coverage: XXXX% Gross slippages rose: 1458 Cr (small book stress: MFI micro biz) Credit cost: XXX% annualised supported by XXX Cr SR recoveries" @satyam_sa16 on X 2025-07-20 12:48:33 UTC XXX followers, XX engagements
"8 💼 Support/ATS: Should grow faster ahead as delayed projects go live. Employee cost to rise 1012% YoY balanced by AI-driven productivity. #Newgen #IndianIT" @satyam_sa16 on X 2025-07-18 02:05:46 UTC XXX followers, XX engagements
"12 Strategic Moves 🧩 Balance sheet diversification: more secured lending. Retail deposits XX% of book. In-house collection = flexible + AI-enabled. Product cross-sell via RFL BC channel. Deliberate unsecured moderation better risk profile" @satyam_sa16 on X 2025-07-20 12:40:59 UTC XXX followers, XX engagements
"🔟 🚩 What to watch: CV segment softness higher delinquencies. Deliberate slowdown in unsecured business loans. Disbursement degrowth - red flag but strategic. Yield expansion despite falling rates = better product mix" @satyam_sa16 on X 2025-07-16 18:06:10 UTC XXX followers, XX engagements
"📌 Bottom Line: Caution for TMD confidence in MTD & ATC. Diversification is LMWs hedge right now. Will TMD revive soon enough The story continues. 🔗 More concalls: #EarningsCall #IndianMarkets #StockMarketIndia #Q1Results" @satyam_sa16 on X 2025-07-19 04:56:40 UTC XXX followers, XX engagements
"5 💰 Profitability: Combined Ratio: XXXXX% Q1 FY26 (vs XXXXX% LY) Industry worsened: XXXXX% (vs XXX% LY) mostly due to motor PBT: +28.4% to 9.94B PAT: +28.7% to 7.47B" @satyam_sa16 on X 2025-07-16 18:22:37 UTC XXX followers, XX engagements
"6 Key Strategic Moves ⚙ 🔹 Tata Neu partnership loyalty & app revenue jump. 🔹 New ERP/SAP rollout. 🔹 ESG+ Paathya: EV chargers water recycling plastic-free drive. 🔹 New asset platforms: e.g. Ginger near Kolkata Airport pilot for revenue-based lease model" @satyam_sa16 on X 2025-07-19 13:00:34 UTC XXX followers, XX engagements
"🧵 1/18 🚨 Wipro Q1 FY26 Concall Muted Q1. Macro uncertain. Big bets on large deals vendor consolidation & AI-first strategy to lift H2. Margins resilient. Slow ramp but pipeline solid. Full breakdown 🧵👇 #Wipro #EarningsCall #Q1Results" @satyam_sa16 on X 2025-07-18 02:19:58 UTC XXX followers, XX engagements
"6 Strategic Signals 🧭 360-degree customer approach deeper micro-markets ecosystems cross-sell. Business banking scaling fast now XX% of book +30% YoY. Mortgages = focus area for steady secured growth. Digital + branch expansion: +83 branches in Q1 Total 7666 + 13376 ATMs/CRMs" @satyam_sa16 on X 2025-07-20 12:28:29 UTC XXX followers, X engagements
"5 📊 Snapshot: Total AUM: X Trillion Equity mix: to XXXX% Active Equity AUM: XXX Trillion XX% share Debt & Liquid AUM: +9% & +14% QoQ turnaround #MutualFunds" @satyam_sa16 on X 2025-07-18 02:01:09 UTC XXX followers, XX engagements
"8 Outlook 🗓 H1 FY26: growth to be slow/muted due to macro + base effect. H2 FY26: growth to pick up as macro stabilizes. Non-par savings to bounce back as yield curve steepens. Full-year VNB margins to hold 25-27%. Room for expansion in 3-5 yrs" @satyam_sa16 on X 2025-07-15 18:47:21 UTC XXX followers, XX engagements
"13 Surprises & Red Flags 🚩 ❗ TMDs prolonged weakness: X quarters & counting. ❗ MTDs low single-digit margins despite revenue surge. ❗ Possible typo: Last years MTD revenue likely underreported" @satyam_sa16 on X 2025-07-19 04:56:39 UTC XXX followers, XX engagements
"9 Risks to Watch 👀 🌦 Q1 demand hit by heat geopolitics & early monsoon 🪨 Slag prices up in East = possible cost push ⚙ Chakisar issues: AFR usage temporarily lower" @satyam_sa16 on X 2025-07-19 05:05:44 UTC XXX followers, X engagements
"8 Red Flags or One-offs 🚩 📌 XX Cr hit this Q due to wage cycle shift (April vs July). 📌 One-off license fee payment (2-2.5 Cr) boosted Q1 licensing revenue" @satyam_sa16 on X 2025-07-19 13:00:36 UTC XXX followers, XX engagements
"IndiaMART is in a phase of product tightening + AI experimentation. Solid core metrics but the churn puzzle needs solving for real net adds. A classic B2B marketplace slow burn no overnight pivot just compounding. DYOR 🔗 More deep concalls: #IndiaMART #B2B #MSME #SaaS #Investing" @satyam_sa16 on X 2025-07-19 12:57:39 UTC XXX followers, XX engagements
"3/22 💡 Big Picture: 👉 Indias transformative economic decade 👉 Unique Jio parentage 👉 Diversified platform + tech-first DNA Foundation laid traction visible across lending payments wealth. #StockMarketIndia" @satyam_sa16 on X 2025-07-19 04:33:19 UTC XXX followers, XX engagements
"16/25 📢 Investor FAQs: Q: Why muted order inflow A: ALMM2 & ISTS issues delayed tenders awards shift to Q2/Q3. Q: Cross-border conflict A: 4045 days lost in Rajasthan & Gujarat. #Q1Results" @satyam_sa16 on X 2025-07-19 04:40:06 UTC XXX followers, XX engagements
"2 Segment Pulse 🚘 OEM: Very very strong early 20%+ volume growth YoY Replacement: Solid single digits overall Truck/Bus: robust 2-Wheeler: double-digit scooters motorcycles Passenger car: muted International: Flat geopolitical/tariff drag" @satyam_sa16 on X 2025-07-19 13:14:58 UTC XXX followers, X engagements
"🚨 LMW Limiteds Q1 FY26 Concall Insights 🚨 Mixed signals: Textile Machinery struggles but Machine Tools & Aerospace divisions shine. Key takeaways for investors inside 🧵 #EarningsCall #IndianMarkets #StockMarketIndia" @satyam_sa16 on X 2025-07-19 04:56:31 UTC XXX followers, XX engagements
"7 Strategic Vision 2030 🎯 🔗 Goal: Become the most admired dairy nutrition co. 📊 Mid-teens revenue growth targeted short term XX% VAP growth. 🏷 Moving from commoditised milk to branded FMCG-like portfolio. 💡 Focus on premiumisation digital-first delivery & sustainability" @satyam_sa16 on X 2025-07-19 10:27:19 UTC XXX followers, XX engagements
"🗝 Key Takeaway 🔑 Record Q1. Core biz (W&C) firing. FMEG profitability back. Solar booming. Robust capex pipeline. India infra boom = huge tailwind. Polycab stays a resilient well-run growth story riding Indias expansion wave. 🔗 More concalls: #StockMarketIndia #EarningsCall #Q1Results" @satyam_sa16 on X 2025-07-20 12:38:05 UTC XXX followers, XX engagements
"22/25 🛠 Strategic Moves: More non-fund based limits 3rd party O&M biz Hybrid EPC + BESS skill build Pilot learnings with Reliance future upside #IndianMarkets" @satyam_sa16 on X 2025-07-19 04:40:10 UTC XXX followers, XX engagements
"3 🏨 RevPAR & Segments: RevPAR XX% ADR X% Occupancy XXX bps Room mix: Retail XX% MICE/Weddings XX% Contracted XX% Crew X% F&B revenue XX% driven by banquets & catering" @satyam_sa16 on X 2025-07-17 03:28:37 UTC XXX followers, XX engagements
"💡 LTIMindtree Q1 FY26: New CEO same momentum. Revenue up margins expanding largest deal win ever AI pivot big order book and solid execution in a tricky macro. Heres what you need to know 👇 #LTIMindtree #ITservices #AI #Earnings" @satyam_sa16 on X 2025-07-19 13:03:29 UTC XXX followers, XX engagements
"🧵 1/25 ⚡ Sterling & Wilson Renewable Energy Q1 FY26: Big numbers. Bigger pipeline. Solar EPC + BESS + Hybrid = major clean energy push. Heres what you need to know about Indias solar giant 🧵👇 #EarningsCall #Q1Results" @satyam_sa16 on X 2025-07-19 04:39:56 UTC XXX followers, XXX engagements
"6 🌍 New Moves: F&B brand Avartana launched internationally (France) ITC Ratnadipa Colombo debut strong traction Greenfield projects: Puri & Vizag + Bhubaneswar expansion Sustainability edge: LEED Zero Water + Zero Carbon certified" @satyam_sa16 on X 2025-07-17 03:28:39 UTC XXX followers, XX engagements
"3 Book Mix 📚 🔒 Secured Loans: XX% of total up XX% YoY Wheels: 38k Cr +26% YoY yield 14%+ ROA X% Mortgages: 39k Cr +14% YoY MBL ROA XXX% Gold Loans: 2k Cr +11% YoY yield XX% Commercial Banking: +30% YoY ROA X% 🔓 Unsecured Loans: Down XX% YoY MFI: 6.5k Cr down XX% YoY Credit Cards: 2.3k Cr down XX% YoY Credit costs elevated" @satyam_sa16 on X 2025-07-20 12:25:51 UTC XXX followers, X engagements
"9 Big Takeaway 📌 ICICI Bank is playing prudent offense robust profits fortress capital sharp asset quality focused expansion. Caution where needed. Positioned to ride Indias growth upswing. #ICICIBank #Q1FY26 #Investing" @satyam_sa16 on X 2025-07-20 12:28:32 UTC XXX followers, XX engagements
"7 Management Strategy 🎯 ✅ Capacity expansions ✅ Service innovation ✅ New markets & deeper partnerships ✅ Operational excellence strong compliance culture ✅ Gold LEED Vivarium 600000+ sq ft lab infra Focus: quality & scale" @satyam_sa16 on X 2025-07-19 05:55:12 UTC XXX followers, XX engagements
"5 Key Drivers ⚡ ✔ Market share gains 2W 4W replacement OEM share up ✔ Premiumisation 17+ rims larger bikes high-tech tires ✔ Electrification edge #1 in passenger EV (32% OEM share) ✔ Digitisation push AI in plants vendor portals brand pull ✔ OT business: strong double-digit growth via CAMSO" @satyam_sa16 on X 2025-07-19 13:15:00 UTC XXX followers, X engagements
"7 Risks & Red Flags ⚠ ⚡ Slippages ticked up: 1458 Cr (MFI & micro biz pockets) ⚡ Wholesale deposit degrowth funding watch ⚡ Repo rate cuts short-term NIM pressure ⚡ High competition possible pricing indiscipline in market" @satyam_sa16 on X 2025-07-20 12:48:38 UTC XXX followers, XX engagements
"13 📈 Dividend payout up to 77%. Treasury surplus invested in debt MFs & alternative FOF. Actively eyeing M&A opportunities 🔍 #MutualFunds #HDFCAMC" @satyam_sa16 on X 2025-07-18 02:01:14 UTC XXX followers, XX engagements
"9/22 📊 Jio Blackrock MF: Raised 17800 Cr via maiden NFO one of Indias largest Push into AMC + wealth + broking underway. #Q1Results" @satyam_sa16 on X 2025-07-19 04:33:24 UTC XXX followers, XX engagements
"5 Strategic Moves 🔑 ✔ BNK integration done broking boost ✔ UBS deal approved adds global edge cross-border reach ✔ ET Money deeper mass affluent play ✔ Focus on HNI business core driver ✔ Tech upgrades for RM productivity & advisory scale" @satyam_sa16 on X 2025-07-20 12:22:36 UTC XXX followers, X engagements
"🔟 Bottom Line 🧾 Bandhan Bank knows its EV challenges. But: ✅ Secured book scaling up fast ✅ Retail term deposits strong ✅ Digital + Govt services = new moats ✅ Q1 profit sequentially better. H2 FY26 will be the real test for the turnaround" @satyam_sa16 on X 2025-07-19 12:53:23 UTC XXX followers, XXX engagements
"2 Hotels Pipeline & Accelerate 2030 🏨 🎯 400+ hotels milestone this July 🎯 XXX hotels by 2030 Q2 & full-year outlook: double-digit revenue growth with sustained margins. 30+ new hotels to open this year momentum picks up from September" @satyam_sa16 on X 2025-07-19 13:00:32 UTC XXX followers, XX engagements
"18 Closing Take 📌 Q1 soft Q2 muted too. H2 = big test: new grades + Perf Chem 1/2 must deliver. Mgmt resilient record margins = tailwind. Promoter trimming stake but staying majority. Key watch: HALS ramp & new plant timelines. #cleanscience" @satyam_sa16 on X 2025-07-18 02:13:46 UTC XXX followers, XXX engagements
"8 What Next 🔮 Expect mild NIM pressure Q2 partial offset by term deposit repricing. H2 should benefit from tax cuts RBI easing macro uptick. Key watch: unsecured retail revival corporate loan pricing dynamics" @satyam_sa16 on X 2025-07-20 12:28:31 UTC XXX followers, XX engagements
"5 Outlook Stays Bright ☀ 🏗 Central govt capex: XX lakh Cr in FY26 🏘 States: 9-10 lakh Cr 📈 Industry growth: 7-10% expected 🤑 Prices stable in Q1 & Q2 so far 🚂 Freight cost cut target: -70-80/ton next quarters" @satyam_sa16 on X 2025-07-19 05:05:42 UTC XXX followers, X engagements
"2 🗣 Mgmt confident: Industry AUM: XXXX Trillion 7x in XX yrs +10 Trillion added in last X months alone. HDFC AMC: crossed X Trillion AUM mark #HDFCAMC #MutualFunds" @satyam_sa16 on X 2025-07-18 02:01:08 UTC XXX followers, XX engagements
"15 ✅ Technical tweak = stricter upgrades. Accounts only upgraded after last installment paid XXX% provisioned till then. Impact Short-term numbers look worse but long term = prudent & healthy book. #AxisBank" @satyam_sa16 on X 2025-07-18 01:55:11 UTC XXX followers, XX engagements
"7 Cautious Moves 🚦 Personal loan & card slowdown reflects tight underwriting + system caution. Corporate book: some short-term book degrowth competitive pricing bond market alternative. Rural portfolio slight dip keep an eye" @satyam_sa16 on X 2025-07-20 12:28:30 UTC XXX followers, XX engagements
"2/22 🗣 Management Commentary: MD & CEO Hitesh Satya: JFSL will become a financial institution of long-term national significance. Vision: Democratise financial access for millions powered by tech & Jios reach. #IndianMarkets" @satyam_sa16 on X 2025-07-19 04:33:19 UTC XXX followers, XX engagements
"1 Sunteck Realty kicked off FY26 with its highest ever Q1 pre-sales bookings XXX cr up XX% YoY. 🚀 #RealEstate #LuxuryHomes X Collections for Q1 stood at XXX cr slightly up YoY but management expects stronger momentum as new launches get built out. 🏗" @satyam_sa16 on X 2025-07-19 04:45:41 UTC XXX followers, XX engagements
"7 Management Take 🎙 Indias long-term story intact. Talent hiring in full swing to cover outflows. Clear line of sight for flow recovery. Lending book to recover fast. Cost discipline key margin & ROE tailwinds ahead" @satyam_sa16 on X 2025-07-20 12:22:38 UTC XXX followers, XX engagements
"16/20 ✅ Solid Rating: CRISIL A Stable credit rating. Prudent debt + healthy balance sheet. #IndianMarkets" @satyam_sa16 on X 2025-07-19 03:09:46 UTC XXX followers, XX engagements
"11 Dubai project still on the radar: planned launch Q4 FY26 or Q1 FY27 another step into high-end markets abroad. 🌍 XX Bottom line: Sunteck is doubling down on Uber luxury & premium luxury with strong financial discipline and an aggressive BD push. 🏢" @satyam_sa16 on X 2025-07-19 04:45:44 UTC XXX followers, XX engagements
"11 Competitive Landscape 🛠 MTD: Facing heavy price/margin pressure vs. established players. 🧵 TMD: Focused only on spinning no disadvantage as per management" @satyam_sa16 on X 2025-07-19 04:56:38 UTC XXX followers, XX engagements
"⚙ JSW Steel Q1 FY26: Strong domestic sales record auto volumes big expansions & raw material security. A robust play on Indias growth. Key highlights inside: #EarningsCall #IndianMarkets #StockMarketIndia" @satyam_sa16 on X 2025-07-20 12:34:43 UTC XXX followers, XX engagements
"9 Whats Next 🗺 ☀ Staying a pure EPC player no BESS manufacturing (SPV handles that) ⚡ X MW Green Hydrogen pilot underway 🏢 Eyeing Data Center EPC green data centers a big new vertical 🌍 Middle East EPC markets on radar 🏭 Buying ready land & infra to offer full EPC packages" @satyam_sa16 on X 2025-07-19 05:43:42 UTC XXX followers, XX engagements
"🧵 1/20 🚜💡 Krishana Phoschem Q1 FY26 Strong start to FY26 📈 Revenue up XX% YoY margins at record highs expansion plans locked in. Indias 2nd largest SSP producer is growing fast. Full breakdown 🧵👇 #EarningsCall #Q1Results #IndianMarkets" @satyam_sa16 on X 2025-07-19 03:09:37 UTC XXX followers, XX engagements
"1 Performance Snapshot 📊 ✅ Revenue: 2127 Cr (+32% YoY) ✅ EBITDA: XXX Cr (+29% YoY) Margin: XXXX% ✅ PAT: XXX Cr (+19% YoY) ✅ Domestic RevPAR XX% US RevPAR XX% ✅ Loyalty base: XX Mn members App revenue XX% ✅ Gross Cash: 3500+ Cr" @satyam_sa16 on X 2025-07-19 13:00:31 UTC XXX followers, X engagements
"Shares where Mutual Funds are Consistently Increasing their stake (Dec 2024 Jun 2025) (Consolidated for all mutual funds) X AGI Greenpac Ltd. X Aarti Drugs Ltd. X Aditya Vision Ltd. X Alkyl Amines Chemicals Ltd. X Alok Industries Ltd. X Apollo Micro Systems Ltd. X Aptus Value Housing Finance India Ltd. X Archean Chemical Industries Ltd. X Asahi India Glass Ltd. 🔟 Asian Paints Ltd. XX Awfis Space Solutions Ltd" @satyam_sa16 on X 2025-07-19 13:55:02 UTC XXX followers, XXX engagements
"12 ⚔ Competition: Big global players (Salesforce ServiceNow) expanding in Newgens turf. Local startups/AI cos emerging. ✅ Advantage: Vertical depth (BFSI/govt) strong products trusted clients. #IndianIT" @satyam_sa16 on X 2025-07-18 02:05:50 UTC XXX followers, XX engagements
"12 Baazar Style Retail Ltd. XX Bajel Projects Ltd. XX Capri Global Capital Ltd. XX Central Bank Of India XX Clean Science And Technology Ltd. XX Deepak Fertilisers And Petrochemicals XX Dodla Dairy Ltd. XX Dr. Lal Pathlabs Ltd. XX E.I.D. - Parry (India) Ltd. XX E2E Networks Ltd. XX Engineers India Ltd. XX Eureka Forbes Ltd. XX FDC Ltd. XX Fiem Industries Ltd. XX GMM Pfaudler Ltd. XX Heritage Foods Ltd. XX Home First Finance Company India Ltd" @satyam_sa16 on X 2025-07-19 13:55:02 UTC XXX followers, XXX engagements
"🔟 📉 Revenue Yields: Equity: XX bps Debt: XX bps Liquid: XXX bps Overall margin: to XX bps vs XX bps last quarter large AUM surge triggered TER drop. #HDFCAMC" @satyam_sa16 on X 2025-07-18 02:01:12 UTC XXX followers, XX engagements
"📌 Sunteck Realty Q1 FY26 Earnings Thread 🧵 Luxury demand record pre-sales robust BD heres what you need to know 👇" @satyam_sa16 on X 2025-07-19 04:45:41 UTC XXX followers, XX engagements
"1 Journey So Far 🗺 Mgmt struck a positive tone: Balance sheet stronger in size & quality over X years Deposit franchise growing well (+11% YoY) Focus: More secured granular portfolio X Cs: Cost of Deposit Ops Cross-sell Credit Cost" @satyam_sa16 on X 2025-07-20 12:40:47 UTC XXX followers, X engagements
"7 Risks To Watch 👀 🚩 Elevated credit costs MFI Credit Cards South mortgages 🚩 NIM compression amid repo cuts & competition 🚩 Integration challenges post-acquisition 🚩 Tough mortgage competition" @satyam_sa16 on X 2025-07-20 12:25:55 UTC XXX followers, XX engagements
"5 The AI Playbook 🤖 GenAI + ML = big bets: ✔ Better product classification ✔ Improved lead recommendations ✔ WhatsApp chatbot saving $X Mn annually Revenue boost from AI Not yet. Focus is cost saves + UX" @satyam_sa16 on X 2025-07-19 12:57:35 UTC XXX followers, XX engagements
"21/25 📊 BESS Numbers: EPC: XXXX Cr per MW Revenue: 3040 lakh/MWh for BOS. Contribution low now will ramp up fast. #Q1Results" @satyam_sa16 on X 2025-07-19 04:40:09 UTC XXX followers, XX engagements
"1 🚨 HDB Financial Services just dropped their first-ever earnings call post-IPO. Big retail-focused NBFC granular book and a cautiously optimistic outlook. Heres a crisp 🧵 on all you need to know: 👇 #EarningsCall #Q1FY26" @satyam_sa16 on X 2025-07-16 18:06:04 UTC XXX followers, XXX engagements
"11 💡 Investing heavily in AI-driven products. Continuing prudent R&D + Sales & Mktg spend. Focusing on insurance enterprise verticals smaller but more frequent deals. #Newgen" @satyam_sa16 on X 2025-07-18 02:05:49 UTC XXX followers, XX engagements
"4 Challenges & Stress ⚠ NIM fell due to repo cuts lower yields excess liquidity MFI book stress collection efficiency dipped to XXXX% South-based mortgages deteriorated post-acquisition transition pains Credit Card: high credit costs degrowth Credit cost guidance hiked by 1015 bps now X% of ATA" @satyam_sa16 on X 2025-07-20 12:25:53 UTC XXX followers, XX engagements
"8 Capex & New Bets 🏗 5G SA rollout + UBR hardware manufacturing XX CBG plants giga factories for solar battery electrolyzers Kelvinator IP acquisition FMCG expansion Jio Games Jio AI Cloud Jio PC launched FMCG business demerger under regulatory approval" @satyam_sa16 on X 2025-07-20 12:52:59 UTC XXX followers, XX engagements
"5/25 💸 Operating Profit: Op AITA: XXX Cr (7% margin) Reported AITA: XXX Cr (5.8% margin +175% YoY) PAT: XX Cr vs X Cr YoY High tax due to standalone profit & global projects. #EarningsCall" @satyam_sa16 on X 2025-07-19 04:39:59 UTC XXX followers, XX engagements
"💡 Low-cost global zinc leader + India infra story + critical minerals = watchlist. 🔗 More insights DM for notes or connect: #Stocks #Vedanta #Earnings" @satyam_sa16 on X 2025-07-20 12:31:26 UTC XXX followers, XX engagements
"🏦📊 AU Small Finance Bank Q1 FY26 Strong loan & deposit growth but margin and asset quality under pressure. Core franchise holds. ROA target stays. Heres the full breakdown: 👇 #AUSmallFinanceBank #Q1FY26 #Banking" @satyam_sa16 on X 2025-07-20 12:25:49 UTC XXX followers, XX engagements
"13 📌 Investor Qs: Why not bigger dividend Board balancing cash reserves X payout. Google revenue share Still stuck at CCI. Promoter stake Promoters buying more staying compliant" @satyam_sa16 on X 2025-07-16 18:28:26 UTC XXX followers, XX engagements
"9 Bottom Line 📌 Hindustan Zinc is doubling down record cost efficiency strong silver big capacity push & critical minerals pivot. Margins hold cash returns flow. ESG box ticked. Execution is key. #HindustanZinc #Q1FY26 #Metals #Investing" @satyam_sa16 on X 2025-07-20 12:31:25 UTC XXX followers, XX engagements
"5 Balance sheet stays rock solid: negligible net debt net D/E of 0.02x and AA (Stable) rating reaffirmed by Fitch. ✅ X Sunteck sticks to its FY26 guidance: aims for similar or better pre-sales growth for the full year. 🎯" @satyam_sa16 on X 2025-07-19 04:45:43 UTC XXX followers, XX engagements
"📌 XXX One Wam Q1 Solid top-line record profit sharp on growth levers. Short-term attrition pains but BNK & UBS lift scale & reach. Indias wealth wave remains the core moat. 🔗 For more: #360OneWam #Q1FY26 #Finance" @satyam_sa16 on X 2025-07-20 12:22:40 UTC XXX followers, XX engagements
"5 EV Stress: Nearing Turning Point ⚡ EV Book still under pressure down XX% YoY. EV challenges likely till Q2 FY26. Mgmt expects gradual recovery in H2 FY26. Gross Slippages down: 1553 Cr vs 1748 Cr QoQ. Collection Efficiency (ex-NPS): healthy at 97.7%" @satyam_sa16 on X 2025-07-19 12:53:19 UTC XXX followers, XX engagements
"🏦💡 ICICI Bank Q1 FY26: Resilient performance in a slow macro strong profit robust capital caution in unsecured retail. All the numbers & narrative you need: 👇 #ICICIBank #Q1FY26 #Banking" @satyam_sa16 on X 2025-07-20 12:28:22 UTC XXX followers, XX engagements
"🐄 XX years old & evolving. Heritage Foods is positioning to be a branded value-added dairy-FMCG player with a clear Vision 2030. Next 2-3 quarters key to watch margin rebound & VAP scaling. DYOR 🔗 More insights: #HeritageFoods #Investing #Stocks" @satyam_sa16 on X 2025-07-19 10:27:22 UTC XXX followers, XX engagements
"3 Bright Spots 🔍 ✅ Aerospace revenue +13% QoQ ✅ BMW JV profit +35% QoQ ✅ X large deals closed (4 $10M) ✅ Strong order book vs last year ✅ Debt-free 159M net cash despite dividend" @satyam_sa16 on X 2025-07-14 18:11:02 UTC XXX followers, XX engagements
"17/25 💡 Softening Costs: Module price drop = better margins. Tariff war & US duties helped renegotiate turnkey prices. #EarningsCall" @satyam_sa16 on X 2025-07-19 04:40:06 UTC XXX followers, XX engagements
"18 💪 HDFC AMC: XXXX% share of Indias individual investors most preferred. Direct channel: to XXXX% (was XXXX% last year) Fintech SIP flows from B30 towns growing fast. #Q1Results" @satyam_sa16 on X 2025-07-18 02:01:20 UTC XXX followers, XX engagements
"2 💬 Mgmt Tone: CEO & CFO: Confident but realistic. ✔ Structural changes showing up in margins ✔ Large deal wins gaining pace ✔ FY27 growth + margin targets firmly on track ✔ FY26: bridging peer growth gap" @satyam_sa16 on X 2025-07-17 02:43:33 UTC XXX followers, XX engagements
"8 Strategy Board 🎯 🔹 CAMSO deal operational prep done regulatory clearance expected Q2 🔹 Product innovation Z-rated run-flat calm tech tires 🔹 Sustainability EcoVadis Silver renewable push to XX% by FY27 🔹 Digital AI in factories vendor integration EUDR-ready" @satyam_sa16 on X 2025-07-19 13:15:02 UTC XXX followers, XX engagements
"62 Ujjivan Small Finance Bank Ltd. XX Usha Martin Ltd. XX V2 Retail Ltd. XX VA Tech Wabag Ltd. XX Vaibhav Global Ltd. XX Valor Estate Ltd. XX Vishal Mega Mart Ltd. XX West Coast Paper Mills Ltd. XX Yatharth Hospital & Trauma Care Services Ltd. XX Yes Bank Ltd" @satyam_sa16 on X 2025-07-19 13:55:05 UTC XXX followers, XXX engagements
"3 Operating revenue for Q1: XXX cr while EBITDA rose XX% YoY to XX cr. Margins expanded to XX% up XX% YoY. 🔥 X Net profit came in at XX cr up XX% YoY with a healthy net profit margin of 18%. Solid bottom line for a luxury play. 💎" @satyam_sa16 on X 2025-07-19 04:45:42 UTC XXX followers, XX engagements
"5 Strategic Playbook 🎯 ✅ CEO back sharper focus on profit volume ✅ Non-SMS push: WhatsApp RCS Voice ✅ AI: Deploying AI firewall & spam protection CPaaS-in-a-box for telcos ✅ Cross-sell: Proximus Global VIX reach ✅ New strategic tie-ups: Salesforce Infosys TechM under implementation ✅ Telecom API play + Digital ID pilots" @satyam_sa16 on X 2025-07-19 13:11:18 UTC XXX followers, XX engagements
"15/20 🌐 Distribution Strength: 2500+ wholesalers/dealers 30000 retailers Pan-India reach trusted brand for farmers. #agriculture" @satyam_sa16 on X 2025-07-19 03:09:46 UTC XXX followers, X engagements
"7 Saudi JV & Expansion 🌏 🛢 NextEra JV with Aramco Digital now live direct Saudi access. 🏆 New logos & deeper wallet share expected" @satyam_sa16 on X 2025-07-19 13:03:34 UTC XXX followers, XX engagements
"1 Soft Start 📉 Q1 FY26 Revenue: $3545M -X% QoQ but +3.7% YoY (CC) Operating Margin: XXXX% (-161 bps QoQ) Net Income: $440M Seasonally weak + client hit + margin squeeze" @satyam_sa16 on X 2025-07-14 18:38:23 UTC XXX followers, XX engagements
"2/25 🗣 Management Commentary: Global CEO CK Takur: FY26 will be a strong year for Indias solar EPC market. CFO Ajit Satav Singh: Solid top line stronger balance sheet more non-fund based limits. #IndianMarkets" @satyam_sa16 on X 2025-07-19 04:39:57 UTC XXX followers, XX engagements
"15 ⚠ Risks: Yield compression AUM growth = lower bps margins due to SEBI TER rules Market valuations overvalued zone = correction risk Mgmt: monitoring both closely. #MutualFunds" @satyam_sa16 on X 2025-07-18 02:01:16 UTC XXX followers, XX engagements
"6 Risks & Watch Points ⚠ Geopolitics & US tariffs on Sri Lanka exports CAMSO faces XX% tariff (vs. XX% earlier). Talks on. CAMSOs revenue run rate dropped: $213M CY23 $150M now. Intl. realisation lower due to tariffs & one-time private label deal" @satyam_sa16 on X 2025-07-19 13:15:01 UTC XXX followers, XX engagements
"16 Strategic Updates ✅ Focus on high-value HALS grades ($30$35/kg) single-source sticky biz Yield improvements in HALS Domestic HALS grades 622/944/119 scaling Vietnam entry new market #CleanScience" @satyam_sa16 on X 2025-07-18 02:13:44 UTC XXX followers, XXX engagements
"💼📈 XXX One Wam Q1 FY26 Record profit strong AUM growth but attrition bites. Indias wealth story intact. BNK & UBS boost scale. Heres the full snapshot: 👇 #360OneWam #Q1FY26 #WealthManagement" @satyam_sa16 on X 2025-07-20 12:22:32 UTC XXX followers, XX engagements
"3 Profitability Watch 💹 📉 Gross & EBITDA margin dipped raw material cost weak intl. mix & pricing absorption ✅ Working capital improved by XX Cr (now at -XX Cr) ✅ Debt reduced leverage healthy 📌 Raw material cost benefit: 1-2% drop expected in Q2" @satyam_sa16 on X 2025-07-19 13:14:58 UTC XXX followers, X engagements
"8/22 💳 Payments Engine: Jio Payment Solutions TPV: 7717 Cr (+93% YoY +29.4% QoQ) Jio Payments Bank Deposits: XXX Cr (+206% YoY +21.4% QoQ) Strong traction in payments ecosystem. #StockMarketIndia" @satyam_sa16 on X 2025-07-19 04:33:23 UTC XXX followers, XX engagements
"8 CAPEX & Balance Sheet 💰 Q1 FY26 capex spend: XXX Mn investing in capacity. Net debt negligible (D/E: 0.02) self-funded growth story. Shareholding: Promoters hold XXXX% (stable but watch float)" @satyam_sa16 on X 2025-07-19 05:55:13 UTC XXX followers, XX engagements
"9 🛠 Strategic Updates: India MEA verticals reorg standard global model. BPO ramp up tied to deals not contradicting GenAI story. Manufacturing Experience Centre 60+ clients hosted. Big partnerships: Nuix ServiceNow Cisco" @satyam_sa16 on X 2025-07-17 02:43:38 UTC XXX followers, XX engagements
"🔟 Bottom Line 🧾 Heritage Foods faced a bumpy Q1 due to weather & costs but hit record revenue. Key growth levers: Ice cream yogurt healthy VAP Nutri. Margins expected to bounce back as volume-led leverage kicks in. A South India dairy pivoting towards FMCG play" @satyam_sa16 on X 2025-07-19 10:27:21 UTC XXX followers, XX engagements
"1 Big Picture 📊 Management stays cautiously optimistic. RBI easing: ✅ Repo rate -100bps since Feb 2025 ✅ CRR cut -100bps India: XXX% GDP growth & XXX% CPI forecast. Macro looks supportive but Bandhans EV book still drags" @satyam_sa16 on X 2025-07-19 12:53:16 UTC XXX followers, XX engagements
"3 Business Mix Drivers 🔑 ➡ New Verticals (Ginger Cumin am Stays & Trails): +27% YoY ➡ Ginger: +25% YoY ➡ Management Fees: +17% YoY capital-light model paying off. ➡ Big growth in spiritual & experiential tourism" @satyam_sa16 on X 2025-07-19 13:00:32 UTC XXX followers, XX engagements
"4 ⚙ Operational Highlights: Structural cost efficiencies: lower people energy & F&B cost ratios Strong customer satisfaction (NPS 84) High RevPAR premium: +34% vs industry (Luxury/Upper-Upscale/Upscale)" @satyam_sa16 on X 2025-07-17 03:28:38 UTC XXX followers, XX engagements
"12 Investor FAQs Answered 📌 TMD outlook: Wait & watch till tariff clarity. 📌 MTD margins: Should expand with better utilization. 📌 New products: Commercial supplies started. 📌 ATC: Export-heavy India defense bets long-term play" @satyam_sa16 on X 2025-07-19 04:56:38 UTC XXX followers, XX engagements
"8 Risks 🔍 ⚠ Commodity swings Back-to-back hedging + variable pricing ⚠ Execution delays None so far projects on track ⚠ Conservative margin guide Mgmt sticking to realistic 14-16% EBITDA" @satyam_sa16 on X 2025-07-19 05:43:41 UTC XXX followers, XX engagements
"🪙⚡ Hindustan Zinc Q1 FY26: Record production lowest cost big expansion bets steady in a soft metal cycle. Key numbers & roadmap inside: #HindustanZinc #Vedanta #Metals" @satyam_sa16 on X 2025-07-20 12:31:18 UTC XXX followers, XX engagements
"11 Investor Qs Answered ✅ NIMs: Bottomed out should rebound from Q3. Costs: Collection migration costs front-loaded normalizing by H2. Credit Cards: Profitability to improve redesigning portfolio. ROA: X% exit target for Q4 FY26 intact. Growth: Quality over blind expansion" @satyam_sa16 on X 2025-07-20 12:40:58 UTC XXX followers, X engagements
"8 Key Risks To Watch ⚠ 🌀 Weather: Unseasonal patterns hit Q1 VAP demand watch for repeats. 💸 Price Holding: Mgmt chose not to hike prices despite input inflation helped volumes hit short-term margins. 📦 SMP Inventory: Higher stock due to lower VAP offtake needs to clear" @satyam_sa16 on X 2025-07-19 10:27:20 UTC XXX followers, X engagements