Tanmoy

Quiet analysis in a noisy market.
Equity research insights for informed discussions.
Not investment advice.

[Tanmoy @Tedionn]

Every #dividend ever paid on the #NSE, in one place. 30 years, 2,500+ companies, ex-dates, yields, calculators.

Free, no ads, no login. Built it because every other site buries this under popups.
#nifty

[Tanmoy @Tedionn]

FIIs have been quietly exiting ITC for 3 years. #DIIs have been quietly buying it all.
Sep'23 → Jun'26:
📉 FII: 43.34% → 34.23% (-9.1%)
📈 DII: 41.94% → 49.13% (+7.2%)
📈 Public: 14.68% → 16.60%
DIIs now hold more of #ITC than #FIIs — and are closing in on 50%.
#nifty

[Tanmoy @Tedionn]

#FIIs sold Indian equities for 4 straight months.
In July, they came back.
📉 Mar: -₹1.17 lakh cr
📉 Apr: -₹60,847 cr
📉 May: -₹32,963 cr
📉 Jun: -₹49,340 cr
📈 Jul: +₹15,157 cr
Stable rupee. Cooler valuations. Easing oil.
But 2026 YTD is still -₹2.6 trillion. #nifty

[Tanmoy @Tedionn]

⚡ IGX #IPO moves ahead #DRHP filed
Indian Gas Exchange (associate of @IEXIndia) filed DRHP with SEBI + BSE on Jul 14, 2026.
Structure: 100% Offer for Sale up to 1,67,10,000 shares, all by IEX
No fresh issue → no new capital into #IGX
#IEX monetises stake; subject to approvals

[Tanmoy @Tedionn]

🚧 #EMS Ltd bags ₹102.85 Cr order
Client: UP Jal Nigam (Urban), Varanasi
Work: Sewer network + house connections, 4 wards of Nagar Nigam, Varanasi (turnkey)
Value: ₹10,284.76 lakhs (ex-GST)
Timeline: 24 months
Domestic | No related-party interest

#nifty

[Tanmoy @Tedionn]

🔌 Tata Power raises ₹1,500 Cr via NCDs at 7.50%, 5-yr tenor.
The honest read: routine debt financing, not a growth catalyst.
The number that matters 👉 7.50% coupon — a live read on how the market prices Tata Power's credit today.
Context, not catalyst.
#TATAPOWER

[Tanmoy @Tedionn]

⚙️ Aimtron wins a box-build order from a global semiconductor test major. $2.6–3.4M potential.
Before you get excited — read the wording:
⚠️ It's a PILOT to qualify Aimtron as a supplier
❌ Not a committed production contract
Real upside, but conditional.
#AIMTRON

[Tanmoy @Tedionn]

Slept on Tata Elxsi's ₹1,000 Cr headline? Read the fine print 👇
📉 CC growth only +6.5% YoY (INR did the work)
👥 Headcount ↓ 11,336, attrition ↑ 16%
🏥 Healthcare −22% CC YoY
🤖 But big AI pivot: AnaTEL, ViTEL, JSW & Sky deals
A bet on FY27.
#TataElxsi #TATAELXSI

[Tanmoy @Tedionn]

Sigma Advanced Systems buys 100% of Bromford Precision (UK) for ₹153 Cr
The fine print worth noting:
📈 Target turnover: ₹89→155→228 Cr in 3 yrs (~60% CAGR)
💰 Paid just 4.6x EV/EBITDA
✅ Rolls-Royce & Siemens approved
Cheap price for a fast-grower.
#SIGMAADV

[Tanmoy @Tedionn]

🚨 Tata Elxsi Q1 FY27 is out
✅ Revenue crossed ₹1,000 Cr for the first time — ₹1,021 Cr (+14.5% YoY)
📺 Media +22% YoY | 🚗 Transport +13% YoY
⚠️ But PAT −22.6% QoQ, margins back to 21.2%
Steady, not spectacular. 🧵👇
#TataElxsi #Q1FY27

[Tanmoy @Tedionn]

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#Pensionix #PensionerSafety #CyberSafety #SeniorCitizens

[Tanmoy @Tedionn]

🚨 Big move by #SigmaAdvancedSystems

The company is acquiring UKbased Bromford Precision Solutions for ₹153 Cr.
🔹 RollsRoyce & Siemens approved supplier
🔹 Strengthen global aerospace manufacturing
🔹 Expands presence in the UK
🔹 Enhances product portfolio & OEM relationships

[Tanmoy @Tedionn]

Why TCS is trending, in one line:

A stock everyone expected to disappoint… didn’t.

₹72,275cr revenue (+13.9%), $9.5bn order book, $2.6bn AI business. The bar was low and TCS cleared it.
Not a boom. A relief rally. 📊
#TCS

[Tanmoy @Tedionn]

🇮🇳 Dalal Street holds firm | 14 July 26
#Sensex 77,616 (+0.06%) · #Nifty 24,211 (+0.02%)

Quiet close, big undercurrents:

✅ TCS beats — Q1 profit ₹13,349 cr (+4.6% YoY), $9.5bn order book. Earnings season off to a strong start
💰 FIIs sold ₹3,062 cr, DIIs bought ₹2,172 cr

[Tanmoy @Tedionn]

🚨 #TechD #Cybersecurity (NSE: TECHD) bags 3 fresh purchase orders 🛡️
💰 Aggregate value: ₹1.03 Cr (incl. GST)
📅 Received 8–9 July 2026 via a listed channel partner
Deployments across:
🖥️ Global IT/tech MNC (Delhi NCR)
📺 DTH broadcaster (Bengaluru) — Hitachi OEM
🏛️ State PSU

[Tanmoy @Tedionn]

#Macpower CNC (NSE: #MACPOWER) — shareholding Mar 2026 🏭
🔒 Promoters: 73.17% (steady 3+ yrs)
🌍 FIIs: 1.11% · 🏦 DIIs: 0.52%
👥 Public: 25.20%
Institutions still barely in — under 2% combined. Promoter conviction is the story. 👀
FY26 rev ₹333 Cr · profit CAGR ~42% · ROCE 29%

[Tanmoy @Tedionn]

https://t.co/AjI2QoPPKx

[Tanmoy @Tedionn]

Every #dividend ever paid on the #NSE, in one place. 30 years, 2,500+ companies, ex-dates, yields, calculators.

Free, no ads, no login. Built it because every other site buries this under popups.
#nifty

[Tanmoy @Tedionn]

You don't need a big income to start saving — you need a system.
Save just ₹30/day = ₹10,950/year. 📈
7 tiny habits that actually work when money is tight 👇
The rule: pay yourself FIRST, spend what's left. Not the other way around.
#SavingMoney #finance

[Tanmoy @Tedionn]

Key takeaway:

The filing states that the contract is worth ₹67.04 crore, will be executed over 3 years, and is for manpower services under the Pradhan Mantri Awas Yojana (Urban) in Madhya Pradesh

[Tanmoy @Tedionn]

🚨 Order Win | CEINSYS
Ceinsys Tech has received a Letter of Intent (LoI) worth ₹67.04 Cr from the Directorate, Urban Administration & Development, Madhya Pradesh.

📌 Project: PMAY (Urban) – Beneficiary Led Construction (BLC)
⏳ Tenure: 3 Years

#CEINSYS #NSE #SmallCap