Devayani

Research Analyst @CNBCTV18News | CFA L3 Cleared(Charter Pending)
Focused on Capital Markets, Transport, Textiles, and Media & Ent.
Views & likes are personal.

[CNBC-TV18 @CNBCTV18Live]

#NSEIPO: Here's the eligibility criteria for existing #shareholders to tender #shares

@senmeghna #DevayaniVibhute

https://t.co/hPAUTxtNWj

[CNBC-TV18 @CNBCTV18News]

#4QWithCNBCTV18 | Texmaco Rail Up 14% Post Good Q4 Results

- Auditor issues a qualified opinion for Rs 700 cr contingency liability due to geopolitical uncertainty
- Forays into defence mfg via subsidiary

@i_devayani99 @TexmacoL #TexmacoRail

[CNBC-TV18 @CNBCTV18News]

#4QWithCNBCTV18 | #HDFCAMC Slips on Revenue Decline
* Revenue falls 2.2% QoQ to Rs 1,051 cr, while operating margin falls 114 bps to 80.37%
* Sharp fall in other income weighs on net profit
@i_devayani99 #CNBCTV18Market

[CNBC-TV18 @CNBCTV18News]

#BuzzingStocks | Angel One Jumps 10% On Strong Q4

- Revenue up 9% QoQ at Rs 1,459.4 cr, Adjusted EBITDA rises 23%
- Management indicates increasing active clients; Aims to gain market share and higher ARPU clients in FY27

@CNBCTV18News
@i_devayani99
@AngelOne
#AngelOne #Q4Results #Brokerage #Earnings #CNBCTV18Market

[CNBC-TV18 @CNBCTV18News]

#4QWithCNBCTV18 | UTI AMC Falls 10% After Profit Swings to Loss; Margin & AUM Share Slip

- Net loss at Rs 51 cr vs profit of Rs 138 cr QoQ; MTM loss widens to Rs 175 cr vs Rs 107 cr
- Operating revenue down 5% QoQ to Rs 375 cr

@i_devayani99 @CNBCTV18News
#CNBCTV18Market #UTIAMC #Earnings #MutualFunds

[CNBC-TV18 @CNBCTV18News]

AMC Sector Q4FY26: Profit Dip, Core Business Steady
* Net profit declined due to mark‑to‑market losses, not core weakness
* Core fund management operations remain steady; SIPs & retail flows supportive
* Passive mix rising, leading to yield pressure; ICICI Pru & Nippon gain share

@i_devayani99 #CNBCTV18Market #AMC #MutualFunds #Q4Results

[CNBC-TV18 @CNBCTV18News]

#4QWithCNBCTV18 | Mid & Small cap Earnings — Mixed Trends

* #SatinCreditcare Profit rises to Rs 162 cr; Gross NPA improves to 3.1%, FY30 AUM target at Rs 32,000 cr
* #ButterflyGandhimathi steady; revenue at Rs 218 cr, margin stable, demand led by LPG shift
* #OneMobiKwik turns profitable; EBITDA at Rs 17.4 cr, margin expands sharply to 46%

@i_devayani99 #CNBCTV18Market

[CNBC-TV18 @CNBCTV18News]

#4QWithCNBCTV18 | @360ONEWealth Reports Mixed Q4 Performance
* 24% QoQ growth in transaction & brokerage revenue
* Annual Recurring Revenue dipped 2% QoQ
* To appeal Rs 336 cr tax demand received on April 21

@i_devayani99 #Q4 #360ONEWealth #360ONEWAM #CNBCTV18Market

[CNBC-TV18 @CNBCTV18News]

BofA Securities Upbeat on BillionBrains Garage (Groww)

* BofA initiates Buy with a target of Rs 235, citing strong positioning to ride India’s retail investing tailwinds
* Expects 30% revenue CAGR (FY26–28) with best‑in‑class profitability, aided by operating leverage

@i_devayani99 #CNBCTV18Market #BrokerageCall #Groww

[CNBC-TV18 @CNBCTV18Live]

The Peacock signs off. An all-new identity.... onwards and upwards !

#CNBCTV18 #NewLogo

[Jaynit @jaynitx]

Roger Federer: "Effortless is a myth. I worked very hard to make it look easy."

"I left school at age 16 to play tennis full-time. So I never went to college. But I did graduate recently. I graduated tennis. I know the word is 'retire', but retired sounds awful. Like you, I finished one big thing and I'm moving on to the next. Like you, I'm figuring out what that is."

Lesson 1: Effortless is a myth.

"People would say my play was 'effortless.' Most of the time, they meant it as a compliment. But it frustrated me when they'd say, 'He barely broke a sweat' or 'Is he even trying?' The truth is, I had to work very hard to make it look easy."

Roger shares the wake-up call:

"An opponent at the Italian Open publicly questioned my mental discipline. He said, 'Roger will be the favorite for the first two hours. Then I'll be the favorite after that.' Everyone can play well the first two hours you're fit, you're fast, you're clear. After two hours, your legs get wobbly, your mind starts wandering, your discipline starts to fade. My parents, my coaches, even my rivals were calling me out. So I started to train harder. A lot harder."

He explains the paradox:

"I got the reputation for being 'effortless' because my warmups at tournaments were so casual that people didn't think I'd been training hard. But I had been working hard before the tournament when nobody was watching."

Roger redefines talent:

"Yes, talent matters. But talent has a broad definition. Most of the time, it's not about having a gift, it's about having grit. A great forehand can be called a talent. But discipline is also a talent. Patience is a talent. Trusting yourself is a talent. Embracing the process, loving the process, these are talents too. Some people are born with them. Everybody has to work at them."

Lesson 2: It's only a point.

"You can work harder than you thought possible and still lose. I have many times. Tennis is brutal. Every tournament ends the same way: one player gets a trophy. Every other player gets back on a plane, stares out the window, and thinks, 'How the hell did I miss that shot?'"

Roger shares the statistic that changed his mindset:

"In the 1,526 singles matches I played in my career, I won almost 80% of those matches. But what percentage of points do you think I won? Only 54%. Even top-ranked tennis players win barely more than half of the points they play."

He explains what this teaches:

"When you lose every second point on average, you learn not to dwell on every shot. You teach yourself to think: 'Okay, I double-faulted. It's only a point.' 'I came to the net and got passed again. It's only a point.' Even a great shot, an overhead backhand smash that ends up on ESPN's Top 10, that too is just a point."

Roger shares the key mindset:

"When you're playing a point, it has to be the most important thing in the world. And it is. But when it's behind you, it's behind you. This frees you to fully commit to the next point with intensity, clarity, and focus."

He reflects on losing Wimbledon 2008:

"Some call it the greatest match of all time. Okay, all respect to Rafa, but I think it would've been way better if I had won. Looking back, I feel like I lost at the very first point. I looked across the net and saw a guy who just a few weeks earlier crushed me in straight sets at the French Open. And I thought, 'This guy is maybe hungrier than I am.' It took me until the third set to remember 'Hey buddy, you're the five-time defending champion. You're on grass. You know how to do this.' But it came too late."

Roger shares what champions understand:

"The best in the world are not the best because they win every point. It's because they know they'll lose again and again, and have learned how to deal with it. You accept it. Cry it out if you need to. Then force a smile. Move on. Be relentless. Adapt and grow. Work harder, work smarter."

Lesson 3: Life is bigger than the court.

"A tennis court is 2,106 square feet. That's where singles matches happen. Not much bigger than a dorm room. I worked a lot, learned a lot, and ran a lot of miles in that small space. But the world is a whole lot bigger than that."

Roger explains his philosophy:

"Even when I was just starting out, I knew that tennis could show me the world, but tennis could never be the world. I knew that if I was lucky, I could play competitively until my late 30s, maybe even 41. But even when I was in the top five, it was important to me to have a life, a rewarding life full of travel, culture, friendships, and especially family. These are the reasons I never burned out."

He shares what matters most:

"Tennis has given me so many memories. But my off-court experiences are the ones I carry forward just as much. The places I've travelled, the platform that lets me give back, and most of all the people I've met along the way."

Roger concludes:

"Tennis, like life, is a team sport. Yes, you stand alone on your side of the net. But your success depends on your team, your coaches, your teammates, even your rivals. All these influences help make you who you are."

His final words:

"Whatever game you choose, give it your best. Go for your shots. Play free. Try everything. And most of all, be kind to one another, and have fun out there."

[CNBC-TV18 @CNBCTV18News]

#IDFCFirstBank Reports Rs 590 Cr Fraud

CEO V Vaidyanathan In Conference Call says,
- Have kept regulators and auditors informed of the matter
- Can assure all that the issue is confined to only this branch
- We expect credit cost to keep coming down and expect NIM improvement in Q4

#CNBCTV18Market #Fraud

[CNBC-TV18 @CNBCTV18News]

#CNBCTV18Access | India’s capital markets sector just rode a 205% Nifty surge since 2020—but Q2 exposed its high-beta fragility.

With #Q3 turning up, earnings could snap back sharply.

The history of this sector suggests one thing. When the market rally returns, the earnings of the companies that build the market usually come roaring back with it.

By: Devayani Vibhute | #CNBCTV18Market #StockMarket #stockmarketindia

Read: https://t.co/mYYMEMqSWA

[Mangalam Maloo @blitzkreigm]

ALL ABOUT QUICK COMMERCE

Here’s your Sunday Long Read!

When you place an order  
- What does a platform get?
- Where does the platform spend?
- How much does a gig worker get?
- How would the model work at different order values & worker payouts?

https://t.co/IW6YHlyRgV

[CNBC-TV18 @CNBCTV18Live]

#Groww Explained: From valuations to projections, here's what numbers tell us

@i_devayani99

https://t.co/C48U2OHKzp

[Mangalam Maloo @blitzkreigm]

Cues For Today

A team that lights up like a firecracker, every-time there’s an opportunity for a picture :)

Wish you and your loved ones a crackling day of trade and festivities!

[Bitcoin @Bitcoin]

Don't bet against #Bitcoin

[Altcoin Daily @AltcoinDaily]

Exactly 1 year ago today $ADA was 10¢ 📈

[Marques Brownlee @MKBHD]

This is incredible