Sajeet Kesav Manghat

Senior Executive Editor, ETNOW & ETNOW Swadesh
'Links & retweets are not endorsements' and/or “Certain of these views are personal and not those of my employer.

[ET NOW @ETNOWlive]

DSP Mutual Fund views the current Indian market cyclically in good shape: Has the market factored in the high frequency data and the strong Q1 earnings?

CIO Anish Tawakley says that the earnings growth will be steady over the next 2-3 years, shares his views on RBI MPC Outcome, inflation and more - listen in

Full interview: https://t.co/JJwEmosgRO

@AyeshaFaridi1 @sajeetkm @dspmf

[Sajeet Kesav Manghat @sajeetkm]

Key RBI statement on outlook:
"The outlook, however, is hazy because of the uncertainties regarding south-west monsoon, El Niño, geopolitics and global trade policy. There is a need for greater clarity to emerge, especially regarding inflation, its path and composition before taking any policy action. Any such action would also have to consider the need for recalibration of policy rates in line with the evolving growth-inflation dynamics, especially the normalisation of the underlying inflation from its benign levels seen hitherto."

[ET NOW @ETNOWlive]

Nifty Futures settled at 24,641.90, with open interest declining 4.69%. What does this mean for market positioning?

@sajeetkm takes you through the key F&O trends, including Bank Nifty, futures gainers and open interest movers

#Nifty #FnO #NiftyBank

[Sajeet Kesav Manghat @sajeetkm]

Huge disconnect between how nifty and sensex reacted during CAS.

[Sajeet Kesav Manghat @sajeetkm]

@Polymarket Brace for Yen rebound in Monday.

[Polymarket @Polymarket]

JUST IN: U.S. Treasury Secretary Scott Bessent’s “to-do” list reveals plans to buy $5 billion to $10 billion in Japanese yen.

[ET NOW @ETNOWlive]

#ETNOWExclusive | Pharma Secretary Manoj Joshi says the government is open to allowing price hikes for specific medicines if rising API costs begin affecting availability.

He clarified that any revision will be considered on a case-by-case basis after companies submit data to the NPPA, and ruled out any blanket increase across all drugs - listen in

Full interview plays tonight 8:30 PM, only on ET NOW

@priyadarshi108 @Pharmadept

[ET Now Swadesh @ETNowSwadesh]

#Watch | 2 दिनों की बढ़त के बाद सोने के दामों में आई नरमी, क्या करें निवेशक?

समझिए मिरे एसेट शेयरखान के अनुज चौधरी से

#ETNSOnAir #GoldPrices #GoldRate @Sharekhan @GurpreetRanaa

[ET NOW @ETNOWlive]

#WATCH | Indegene's EBITDA margins have remained resilient, but when can investors expect them to return to the 19–20% range?

Suhas Prabhu, CFO, Indegene, says the current margin pressure is temporary, driven by upfront investments and the ramp-up of strategic engagements such as Tectonic and omnichannel programs. With revenues from these engagements expected to start reflecting from Q3 FY27, the company expects EBITDA margins to return to the 19–20% range in Q3 and Q4, with PAT also seeing a meaningful improvement despite higher non-cash amortisation charges.

@Meryldsouza_

#Indegene #Q1Results #EarningsWithETNOW #StockMarketIndia #DalalStreet

[ET NOW @ETNOWlive]

#Q1withETNOW | Piramal Pharma reports strong Q1 numbers; beats street estimates across all metrics - what was the biggest swing factor this quarter?

Chairperson Nandini Piramal says that increased demand across all businesses has helped increase revenue growth and EBITDA, shares additional insights for quarterly numbers - listen in

Full interview: https://t.co/YGNLeqAD62

@IamAnkitaS_ @Meryldsouza_ @PiramalPharma #EarningswithETNOW #StockMarketIndia

[ET Now Swadesh @ETNowSwadesh]

#Watch | Q1 नतीजों पर Star Health का मैनेजमेंट

अच्छे नतीजों को कहां से मिला सपोर्ट?
रिटेल लॉस रेश्यो में कैसे होगा सुधार?
क्या है प्राइसिंग को लेकर आउटलुक?

देखिए कंपनी के CFO, नीलेश कांबली से नतीजों पर चर्चा

#Q1WithSwadesh #ResultsWithSwadesh @StarHealthIns @kavitath

[ET NOW @ETNOWlive]

Deep Dive With Sajeet Manghat

"Demand has been quite robust..." Anuj Khandelwal of JK Cement discusses the demand outlook for the cement sector, pricing trends and the strategies helping the company navigate price hikes

Full interview - https://t.co/HKab8WzXOu

@sajeetkm @JKCementIndia

[ET Now Swadesh @ETNowSwadesh]

#IPOCentral | Juniper Green Energy का IPO खुला

कहां होगा IPO से मिली रकम का इस्तेमाल?
क्या है Juniper Green Energy का बिजनेस मॉडल?
कैसे होती है मटेरियल की सोर्सिंग?
आने वाले समय के लिए क्या है ग्रोथ आउटलुक?

देखिए कंपनी के चेयरमैन, अरविंद टिकू से खास चर्चा

#IPOAlert #IPOUpdate #ETNSNews #JuniperGreenEnergy @sajeetkm

[ET Now Swadesh @ETNowSwadesh]

Editors Take | 29 जुलाई को विदेशी निवेशकों की ओर से करीब ₹3000 करोड़ की भारी-भरकम खरीदारी देखने को मिली

ET NOW स्वदेश के सीनियर एग्जीक्यूटिव एडिटर सजीत मंघाट से समझिए आखिर क्या खरीद रहे हैं FIIs, क्या आगे भी जारी रहेगा ये?

#EditorsTake #FIIs #FundFlow #StockMarket #ETNSMarket @sajeetkm @davemansi145

[ET NOW @ETNOWlive]

#WATCH | What powered Hindustan Zinc's strong Q1 performance?

Arun Misra, CEO of Hindustan Zinc highlights the key drivers behind the company's strong Q1 results, including higher mined metal production, record-low zinc production costs, stronger silver and metal prices, and how its industry-leading low cost of zinc production continues to support profitability.

#HindustanZinc #Q1Results #Metals @CEO_HZL @hershsayta @sajeetkm

[ET NOW @ETNOWlive]

Deep Dive With Sajeet Manghat

"We were losers for last three years. But now we are gainers since last three months..."

Abhishek Somany of Somany Ceramics explains how the West Asia crisis impacted the tile industry and how they became beneficiaries

Full interview-https://t.co/Vj4LqyAFqv

@sajeetkm @SomanyCeramic

[Sajeet Kesav Manghat @sajeetkm]

We have some hope for our children now. PM Modi just announced a high level task force headed by @NandanNilekani to bring technology into educational examinations and other aspects.
This will be another pivot for the educational system for modern India.

As father of two Gen-Z i am so relieved to see this move. It is not just about the top 1%... it is about fairness and opportunity for the remaining 99%.

[Narendra Modi @narendramodi]

HIGH POWERED TASK FORCE on examination reforms under the leadership of Shri Nandan Nilekani constituted.

@NandanNilekani

[ET NOW @ETNOWlive]

#WATCH | Why is Bandhan Bank's guidance cautious despite a strong Q1 performance?

After the bank's Q1 results, Partha Pratim Sengupta, MD & CEO, Bandhan Bank, tells us the bank remains cautious despite a strong Q1, citing the West Asia crisis and its high exposure to the microfinance segment. He says profitability should not come at the cost of caution.

Full conversation: https://t.co/1tcLpIVLgX

@hershsayta @sajeetkm #BandhanBank #Q1Results

[Sagility @SagilityHealth]

From sustaining growth momentum to navigating shifts in the US healthcare landscape, what lies ahead for Sagility?

Our Managing Director and Group CEO, Ramesh Gopalan, spoke with @sajeetkm & @hershsayta from @ETNOWlive about our Q1 FY27 performance, wage corrections, industry trends, and the opportunities ahead.

Watch the full interview: https://t.co/TaplnO4Ecv

#Q1FY27 #InvestorRelations #Sagility