Vivek Iyer

Equity Market Analyst, CNBC TV 18,
Ex - ET NOW
Software Engineer and MBA Finance, Mumbai University. All views are personal. Retweets are NOT Endorsements

[CNBC-TV18 @CNBCTV18News]

#1QWithCNBCTV18 | DB Corp: FY27 Outlook

Girish Agarwal, Promoter Director at DB Corp tells @CNBCTV18News

- Q2 will be soft this year, due to shift in festive season to Q3 last year 
- Target strong double-digit ad revenue growth for FY27 
- Looking to monetise digital at some point in time

WATCH: https://t.co/HKQvXoP0Tf  

@sonalbhutra @VivekIyer72 #CNBCTV18Market

[CNBC-TV18 @CNBCTV18Live]

#Explained: Why #greenhydrogen matters for India's energy security — and why it remains expensive

@blitzkreigm @VivekIyer72

https://t.co/66B29FVZAZ

[CNBC-TV18 @CNBCTV18News]

#Sterling & Wilson Renewables Q1 Results: #Stock falls 9% after revenue dip, margins flat

@GareemaBangad | @VivekIyer72

https://t.co/37gM8GraTD

[CNBC-TV18 @CNBCTV18News]

#BuzzingStocks | #IndianGasExchange Files DRHP For IPO

- IEX eyes to sell up to 1.67 cr shares

#CNBCTV18Market @VivekIyer72

[CNBC-TV18 @CNBCTV18News]

#BuzzingStocks At Noon

#ABBIndia
#DixonTech
#ITStocks
#KalyanJewellers
#LaserPower&Infra
#EmmveePhotovoltaic
#ICICILombard
#HDFCAMC
#RBLBank
#Nuvoco

#CNBCTV18Market @VivekIyer72

[CNBC-TV18 @CNBCTV18News]

CNBC-TV18 ENERGY TOWNHALL
Today, 4 PM Onwards

India imports over 90% of its crude, more than half its gas — the Strait of Hormuz crisis exposed that dependence in real time.🛢️🚢

The fix? A two-track energy bet. Oil majors pouring over ₹4 lakh crore into renewables. Ethanol blending hit its 20% target five years early. And now, a new demand thrust from data centres and hyperscalers is reshaping the power sector itself. ⚡️

Traditional energy, new energy, and everything powering the grid in between — CNBC-TV18 decodes where the opportunity, and the risk, really lies.

📲 Send us your questions with #AskCNBCTV18

@ShereenBhan | @sonalbhutra | @Nigel__DSouza | @blitzkreigm | @VivekIyer72

#Energy #StraitOfHormuz #CrudeOil #WestAsiaWar #CNBCTV18Digital

[CNBC-TV18 @CNBCTV18Live]

#AtherEnergy launches #QIP to raise up to ₹1,300 crore; sets floor price at ₹1,170

@VivekIyer72 @sudarshankr

https://t.co/cUqpv6fT3D

[CNBC-TV18 @CNBCTV18News]

#EmmveePhotovoltaic shares surge 10% after Q1 profit more than doubles, strong order book

@VivekIyer72

https://t.co/H8QtlcBm4b

[Nimesh Shah @nimeshscnbc]

MS on Adani Energy Sol
OW TP raised to Rs 1943 from Rs 1133
AESL is uniquely positioned to monetise India's power demand supercycle
Leadership in transmission, smart metering & emerging datacenter power solutions could drive a step-change in earnings, returns and valuation over next decade
Multiple Catalysts
(1) Transmission: AESL achieved 29% FY26 bid share and is well placed to sustain 20-25% share of new TBCB awards, benefiting from superior
execution & a Rs1.5tn near-term opportunity
(2) Distribution: AEML's RAB is expected to grow at 13% CAGR to FY30E
(3) Smart Metering: IntelliSmart acquisition would create India's largest smart-metering platform (47mn meters) with 103mn meters yet to be tendered.
@CNBCTV18Live @VivekIyer72

[CNBC-TV18 @CNBCTV18News]

#BuzzingStocks At Noon

#Cement Stocks
#HyundaiMotors
#JustDial
#AtherEnergy
#Kusumgar
#PatanjaliFoods
#MidcapITStocks
#Delhivery
#JSWinfra

#CNBCTV18Market @VivekIyer72

[CNBC-TV18 @CNBCTV18News]

#BelriseIndustries launches ₹1,200 crore #QIP; floor price fixed at ₹231 per share

@VivekIyer72 @jpullokaran

https://t.co/it84dNZfht

[CNBC-TV18 @CNBCTV18News]

Congratulations to CNBC-TV18 Managing Editor @ShereenBhan on being featured in Fortune India's Most Powerful Women list—an annual recognition honoring 100 influential women leaders who are driving change and shaping the future of India's business and economic landscape.

#ShereenBhan #FortuneIndia #ICYMI #MostPowerfulWomen #WomenInLeadership #CNBCTV18Digital

[Nimesh Shah @nimeshscnbc]

UBS on Waaree Energies
Downgrade to Neutral from Buy, TP cut to Rs 3100 from Rs 4400
Lower target multiple of 21x 12M fwd PE (from 28x)
Downgrade incorporates a higher discount to industry/sector peer average & lower margins, driven by near-/medium-term challenges amid ongoing sector consolidation
Waaree’s Rs300bn capex plan (vs Rs130bn last year) is expected to scale its capacity to 15.4GW modules & 10GW cell/ingot–wafer by FY27/28E (20% of total domestic capacity).
While this strategy should help Waaree sustain its sector leadership with higher level of integration, think risk to sectoral profitability from significant new capacity, as
well as execution of its ambitious capex plan & limited clarity on potential returns in nascent segments such as BESS, are variables that need further clarity
@CNBCTV18Live @VivekIyer72

[CNBC-TV18 @CNBCTV18News]

Puravankara: Q1FY27 Biz Update | Pre-Sales (GU)28% At `1,439 Cr

Mallanna Sasalu CEO-South @puravankara tells @CNBCTV18News

- FY27 pre-sales guidance is at `11,200 Cr
- 25 projects to be launched in different phases

WATCH: https://t.co/WP2esvwUEX

@sonalbhutra @Vivekiyer72 #CNBCTV18Market

[Shereen Bhan @ShereenBhan]

Big Deal Done! Aditya Birla Group acquires Shell's India renewables energy arm, Sprng Energy, for $1.8 billion, positions Aditya Birla Group’s renewables business as one of the largest players in the sector.

Acquisition proposed to be funded through a mix of debt and equity infusion from Grasim and Global Infrastructure Partners (a part of Blackrock) @CNBCTV18Live @CNBCTV18News #Deal #AdityaBirlaGroup

[CNBC-AWAAZ @CNBC_Awaaz]

#CNBCExclusive | Happiest Minds से निकलेंगे अशोक सूटा?

Happiest Minds से जुड़ी CNBC-TV18 की बड़ी एक्सक्लूसिव

Happiest Minds में हिस्सेदारी बेच सकते हैं प्रोमोटर अशोक सूटा

हिस्सेदारी बिक्री के लिए अशोक सूटा की बातचीत जारी

कंट्रोलिंग हिस्सा खरीदने के लिए ITC Infotech का नाम सबसे आगे

ज्यादा डिटेल्स बता रहे हैं विवेक अय्यर

@VivekIyer72 #HappiestMinds #BusinessNews

[CNBC-TV18 @CNBCTV18News]

#HappiestMinds shares surge up to 8% on the back of this CNBC-TV18 exclusive

@VivekIyer72

https://t.co/CvcJDK1lIU

[CNBC-TV18 @CNBCTV18News]

#CNBCTV18Exclusive | Happiest Minds Stake Sale Talks

Sources
* Promoter Ashok Soota in advanced talks to sell stake
* ITC Infotech seen as the leading contender; PE firms also in the race
* Deal likely at a premium; winning bidder may need to make a 26% open offer

@VivekIyer72 @HappiestMinds #HappiestMinds #ITCInfotech #IT #CNBCTV18Market

[Vivek Iyer @VivekIyer72]

@AndheriLOCA @seemaadhikari @bytesofnews @jkd18 @AhujaJiten @MissdOportunity @Mumbaikhabar9 Don't know how many lives need to be sacrificed for a fire station to come here. More than 1 decade since land allotted.
@mybmc @AshwiniBhide @MTPHereToHelp

[Vivek Iyer @VivekIyer72]

Hi @mybmc @MTPHereToHelp is this allowed? Keeping flower pots on public sidewalk?
Bangur nagar goregaon west