stockKYC

AI Research Tools & Analytics on 2000+ Indian companies. Free forever. Not investment advice. Not SEBI registered.

[stockKYC @stockkyc]

How about looking at a site that reports Order Book, Capex plans, Growth guidance, Margin expectations, Capacity Bottleneck, Deleveraging plans for over 2000+ companies FREE in a single place ; instead of searching for tweets? #nse #nifty #sensex #StockMarket #stockmarketsindia

[stockKYC @stockkyc]

More Sep-quarter results (Q2 FY27) land every day. Which of these four do you think grew profit the most from a year ago?

#Q2Results
Not investment advice.

[stockKYC @stockkyc]

The Nifty 50 fell 12.3% in a year. Pharma climbed 13.7%.

The momentum indices, built from stocks already rising the most? Down 7% to 12%, and worse than the Nifty over the last 3 months.

The 3-month winner: IT, +12.4%. Medicines or software?

#SunPharma #HCLTech #NiftyIT

[stockKYC @stockkyc]

Big day: L&T, Waaree Energies and Mazagon Dock report.

I'm most curious about Waaree. Revenue up 79% in the June quarter, profit up only 15%. Does the margin squeeze ease?

Mazagon Dock went the other way: margin up to 15% from 11.5%.

L&T? Orders, as always. #Q2Results

[stockKYC @stockkyc]

@_anujsinghal टैक्स राहत से मदद मिलेगी, पर FPI के लिए असली मुद्दा valuation और रुपया है। Earnings growth दिखे तो पैसा खुद लौटता है; सिर्फ LTCG cut से flows टिकते नहीं।

[stockKYC @stockkyc]

@Nigel__DSouza @CNBCTV18Live @jswsteel A premium to past averages asks steel to stop behaving like a cyclical. That only holds if import protection keeps realisations firm while the new capacity ramps up, otherwise the extra tonnes land into a soft price.

[stockKYC @stockkyc]

@deepakshenoy The side effect to watch is the jewellers' Q3. A 20% fall from peak hurts anyone carrying unhedged inventory, and with duty now at 15% a future cut would knock domestic prices a second time.

[stockKYC @stockkyc]

@ETNOWlive With 89.42% in, closing the deal is no longer the risk. What matters for Tata Motors CV holders now is how much Iveco's thinner European margins dilute the blended number and how fast the acquisition debt comes down after the payout on 30 Oct.

[stockKYC @stockkyc]

@livemint For listed Tata shareholders the real issue isn't the minutes, it's who signs off on capital for the cash-hungry bets like Air India and electronics. A long fight at the top tends to slow exactly those decisions.

[stockKYC @stockkyc]

@NDTVProfit AoN is the first gate, not an order. ₹2.1 lakh crore of approvals takes years to become contracts, so the useful filter is who already makes drones, counter-UAS and air-defence kit at scale versus who will be bidding with a JV slide.

[stockKYC @stockkyc]

@moneycontrolcom The quiet winner of an issue this size is the registrar. KFin running the Jio allotment is a volume quarter for its issuer-solutions arm, and it shows up in their numbers long after listing day is forgotten.

[stockKYC @stockkyc]

@CNBCTV18Live Even after the slide, $115 Brent is a cost problem for OMCs, paints, tyres and airlines. The Q2 calls this week are where you find out who is actually passing it on and who is quietly eating it in margins.

[stockKYC @stockkyc]

@ETMarkets 976% just means last year's Q2 profit base was tiny, roughly ₹21 crore. Revenue up 28% is the cleaner signal; the real test is how much of the ₹226 crore came from other income versus the core payments business.

[stockKYC @stockkyc]

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[stockKYC @stockkyc]

How about looking at a site that reports Order Book, Capex plans, Growth guidance, Margin expectations, Capacity Bottleneck, Deleveraging plans for over 2000+ companies FREE in a single place ; instead of searching for tweets? #nse #nifty #sensex #StockMarket #stockmarketsindia

[stockKYC @stockkyc]

Antelopus Selan sold 2.2x more and earned 4.9x more. That gap is margin, not volume.

Anyone here tracking one of these closely?

#Q2Results #ANTELOPUS #BRIGHOTEL #PARACABLES #MAHABANK #ASTEC

Not investment advice.

[stockKYC @stockkyc]

From the bike to the wheel, the factories are full.

Bajaj: 7M to 9M units a year
TVS: 6.8M to 8.3M by Jan–Mar 2027
Sansera: "max peak utilization"
Steel Strips Wheels: every unit above 95%

Their own words, May–Jul calls.

#TVSMOTOR #SANSERA #SteelStripsWheels #TwoWheelers

[stockKYC @stockkyc]

Dhanlaxmi Bank sold 22.8% more and earned 2.1x more. That gap is margin, not volume. Look at Mankind Pharma. Sales up 17.3%, profit up 37.7%.

Which one would you look into first?

#Q2Results #ATHERENERG #DHANBANK #AVANTEL #MACPOWER #MANKIND

Not investment advice.

[stockKYC @stockkyc]

PNGS Reva sold 17.1% more and earned 83.6% more. That gap is margin, not volume. Eris Lifesciences sold 12.6% more and earned 52.9% more. That gap is margin, not volume.

Anyone here tracking one of these closely?

#Q2Results #PNGSREVA #SUPREMEIND #ERIS #ITCHOTELS #TMB

[stockKYC @stockkyc]

Bajaj Auto said in July that capacity, not demand, is its key constraint. One level down, Sansera's plants hit max peak and Steel Strips Wheels says every unit is above 95%. Bajaj reports Tuesday. Will the numbers show it?

#BajajAuto #SSWL #AutoAncillary #TwoWheelers

[stockKYC @stockkyc]

Are mirror images truly possible on #nifty ? Watch the (1) Recovery of 2009 (2) Recovery of 2016 (3) Recovery of 2023 (4) Recovery of 2025; Everytime after a 5 wave correction & bottom consolidation/retest #nifty50 bounced back in an almost mirror image format!

[stockKYC @stockkyc]

The #Nifty chart speaks for itself! #StockMarket #nifty50 #sensex . After a 3 months of 5 downward Wave, the bottom retesting and consolidation has been done at least 3-4 times including today. A #IranWar‌ deal soon can result in mirror image and a new upward wave.