Top Tweets for #EarningsThread
YATHARTH HOSPITAL (#YATHARTH) — Q4 & FY26 Results
A super-speciality hospital chain from North India just posted a monster quarter.
Revenue +47% YoY. PAT +30% YoY. Cash conversion at 98%. And they're just getting started.
#YATHARTH #EarningsThread #StockMarket
Final Thought:
💬 TCS isn’t talking loudly about AI.
They're executing on it.
In client back-ends, in ops, in infra, and in boardrooms.
This is how IT services evolve in the AI era.
Keep watching.
#IndiaTech #GenAI #TCS #EarningsThread
And that's a wrap.
Like & retweet the first tweet in the thread if you found this useful 🔁❤️
#EarningsThread #TCS
🧵 Full Breakdown: Rajesh Power Services Ltd Investor Call — June 18, 2025
#RajeshPower #RPSL #PowerSector #EarningsThread #SMEStocks #StockMarketIndia
A detailed look into execution plans, margins, green energy bets, HKRP, order book, and vision for the next decade. Let’s dive in 👇
🧵 Belrise Industries Q4FY25 Concall | Thread
🔧 India’s largest 2W chassis maker
🚀 Strong Q4 beat | Margin stable | Growth visibility intact
📅 Concall Date: 16 June 2025
#BelriseIndustries #AutoComponents #StockMarketIndia #EarningsThread
🤔 Joined the Monolithisch India concall a few days ago, took detailed notes…
But didn’t end up posting a thread.
🧵 Should I still post it now?
Even if it’s a bit late
#MonolithischIndia #EarningsThread #StockMarketIndia
🧵 Quest Laboratories Ltd — Investor Call Deep Dive (June 16, 2025)
👨⚕️ CMD: Mr. Anil Kumar Sabarwal
📍 Indore | 🗓️ June 16, 2025 |
#QuestLab #Pharma #StockMarketIndia #EarningsThread
🧵 Thread: Konstelec Engineers Ltd – FY25 Earnings Concall Highlights
📅 Concall Date: 13 June 2025
#Konstelec #KonstelecEngineers #EPC #StockMarketIndia #EarningsThread
🚨 My View: Srivari Spices Mgmt Missed Almost Every Promise from Mar'25 Concall 🚨
Honestly, after comparing Mar vs Jun calls, I'm concerned. Here's what they promised... and what really happened 👇🧵
#SrivariSpices #StockMarketIndia #FMCG #EarningsThread
🔧 1. Oil Plant Launch Timeline
They said April 1st–2nd week.
Reality? Commercial ops only began on May 10, and even now (June), products still not fully placed in the market.
➡️ Q1 FY26 revenue from oil? Likely negligible.
📲 2. Poushtik E-Grocery App
This was supposed to launch Apr 15–30.
Not launched even by June 11. They now say "month-end" due to iOS delays.
➡️ 0 revenue, 0 users, no CAC efficiency tested. Big gap vs hype.
📈 3. 100% YoY Growth Guidance
Mgmt had said FY26 will double vs FY25.
But FY25 itself only grew 45% (₹7,828L → ₹11,380L). PAT also dropped due to depreciation.
➡️ They're still guiding 100% for FY26, but credibility is shaky now.
👥 4. Poushtik Target: 5K–10K households
They projected low CAC (₹250–300), high ARPU (₹4–5K/month).
➡️ Not launched, so none of this validated. Now they say 300 daily orders within 6 months of launch — way toned down.
🏭 5. Oil Revenue Target: ₹5 Cr/month
Initially said oil will add ₹60 Cr/year.
Now saying only 30–40% of FY26 growth will come from oil, alongside other verticals.
➡️ Narrative clearly dialed back. Plant may still take time to ramp.
🌍 6. Export Biz
Said exports will start Q2 FY26.
Now postponed to H2 FY26. No update on buyer onboarding or trial runs.
➡️ No movement so far. Just broad intent.
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🧵 Kalyani Cast-Tech Ltd – Analyst Concall Deep Dive
📆 [10-06-2025]
#KalyaniCastTech #StockMarketIndia #EarningsThread
📊 Top Smallcap Revenue Growth Outlook — as of 09 June 2025
Sorted by FY26 growth/CAGR vs FY25 actuals 📈
#SmartFinEdge #SmallCaps #EarningsThread #StockMarketIndia
🔬 Virtuoso Optoelectronics
→ FY25: ₹697 Cr
→ FY26: ₹900–1,100 Cr
🔥 Growth: 29%–58% YoY
#Virtuoso
👻 Phantom Digital Effects (#PHANTOMFX)
→ FY25: ₹98.5 Cr
→ FY26: ₹200 Cr
🚀 103% YoY Growth
#VFX #PhantomFX
🎬 Basilic Fly Studio (#BASILIC)
→ FY25: ₹304 Cr
→ FY26: ₹450–500 Cr
📈 48%–64% YoY
#Animation #VFX
🎭 E Factor Experiences (#EFACTOR)
→ FY25: ₹171 Cr
→ FY26: ₹250 Cr
⚡ 46% YoY
#Events #ExperientialMarketing
🚕 Wise Travel India (#WTICAB)
→ FY25: ₹148.59 Cr
→ FY26: 35% CAGR
📍Implied: ~₹200+ Cr
#TravelTech #Mobility
🧵 De Neers Tools Ltd – FY25 Concall Deep Dive! 🚀🛠️
India’s hand tool disruptor just dropped major bombs across growth, margins, exports, and EVs. Let’s break it down tweet by tweet👇
#DeNeersTools #HandTools #EVRevolution #StockMarketIndia #EarningsThread
Garden Reach Shipbuilders (GRSE) has reported record-breaking results for FY25.
Let’s break down their performance, growth drivers, and future outlook.
#GRSE #Defence #Stocks #PSU #EarningsThread
PG Electroplast Q4 FY25 Concall Highlights
📈 #PGEL #EarningsThread
1/
FY26 Guidance (Standalone + JV)
PGEL Revenue: ₹6,355 Cr
Goodworth JV: ₹855 Cr
Group Revenue Target: ₹7,200 Cr (↑33% YoY)
Net Profit: ₹405 Cr (↑39%)
Product Biz Target: ₹4,770 Cr (↑35% YoY)
Follow @ManojSh52935210 for more insights on Indian SMEs ,smallcaps & concalls.
#SHILCHAR #ConcallNotes #EarningsThread #Power #Renewables
Shilchar Technologies Q4 & FY25 Concall Notes – Full Thread
Another year of record performance, full capacity utilization & top-tier margins. Here’s a deep dive into what’s driving Shilchar’s growth and what lies ahead
🧵👇👇👇
#SHILCHAR #ConcallNotes #EarningsThread #Power #Renewables
7/7 🤔 Market Takeaway
Reddit’s Q1 shows accelerating monetization of its massive, engaged community—and strong guidance.
Will RDDT continue its momentum as digital ad spend shifts away from incumbents? Reply with your thoughts! 👇 #RDDT #EarningsThread
7/7 🤔 Market Takeaway
Airbnb continues to expand bookings globally, but profit metrics are under near-term pressure and Q2 guidance is cautious.
How bullish are you on Airbnb’s ability to sustain growth as travel normalizes? Reply below! 👇 #ABNB #EarningsThread
7/7 🤔 What’s Your Take?
Lilly’s Q1 shows blockbuster growth—but guidance cut and competitive pricing pressure loom.
Are you still bullish on the GLP-1 run? Reply below! 👇 #LLY #EarningsThread
1/7 🧵 #Tesla Q1 2025 Highlights
• Revenues down 9% YoY to $19.3B
• Automotive sales plunged 20%
• Energy & services grew double-digit
• GAAP EPS $0.12; non-GAAP EPS $0.27
Let’s dive in 👇 #TSLA #EarningsThread
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