Umesh Dhingra

Passionate about music, movies, technology, and photography.I did engg from IIT D during last century. Saurav G still remains my favourite. worked for Tata's !

[Umesh Dhingra @ud_delhi]

@connectgurmeet The Buisness channels too promoted Hdfc bank as well

[Gurmeet Chadha @connectgurmeet]

Tariffs or no tariffs
Oil at $110 or $80
Iran War or no war
Rupee at 85 or 95
GST cuts or Income tax cuts
AI trade or sell off in KOSPI n US tech

One thing is constant

FII selling!

How much have we pissed them off with constant n retrospective increases in taxes…self goal!

[Umesh Dhingra @ud_delhi]

@urbancompany_UC Absolutely rude and a cheater's set of service guys in your company. This guy comes in and without using that meter he says AC gas is low.
I am contacting your customer support,
who keep telling me that they can't contact me but they are calling. I don't see any

[Ganesh S. Nagarsekar🇮🇳 SEBI Regt RA-INH000008835 @bharatbetpf]

Pre-Market Update by GSN - Part 1! 💹

We go through 1000+ filings everyday to bring you the 20 most interesting ones.

Please Retweet♻️ if this adds value and follow (@bharatbetpf) to receive these everyday.

🌱1. Dabur (weak) - Low single digit growth across Healthcare, F&B and International businesses. Home and personal care growth pushes business to mid single digit revenue growth.

🛒2. DMart (strong) - Holding steady amidst competition. 18.9% revenue growth despite Qcomm, store growth accelerates - now at 500 total stores.

⚡️3. IEX (strong) - Q4 highest ever vol at 39.4 BU (24.3% yoy). RTM +48.2%, Green +26.5%. Similar growth momentum in March.

🩺4. Metropolis (strong) - Revenue +23% yoy; B2C up 19%, B2B up 30%. Organic growth at 14.5%. (Organic – Excludes recent acquisitions of Core Diagnostics, DAPIC, Scientific and Ambika)

🥻 5. Sai Silk (weak)- Revenue growth of 5% yoy in Q4. 2 new stores opened in Q426.

🏦6. L&T Finance (strong) - Retail disbursements grow at 62%. Rural business +41%, Urban finance +61%. 2700cr+ of gold finance. Retail loan book growth of 26% to 1,19,550cr (h/t to @abhymurarka who had spotted this emerging giant fairly early)

🛒7. V2 Retail (moderate): Revenue +59%; SSSG 8%; 31 net store opens. SSSG at lower end of guidance/expectations.

🛒8. VMart Retail (strong): Revenue +24%; SSSG 12%; 23 net store opens. Best SSSG amongst peer set. ⭐️

🛒9. Style Bazaar (moderate): Revenue +35%; SSSG 8%; 11 net store opens.

🥥 10. Marico (strong): Copra prices corrected ~35% from its peak and is expected to be rangebound in the coming months. High single digit volume growth in India business, driven by value added oils. Consolidated revenue grew in the low twenties.

[This is an AI assisted output and can have errors - please do your own diligence. Purely educational tweet, no recommendation]

[Umesh Dhingra @ud_delhi]

@bharatbetpf Of course yes and best wishes

[Umesh Dhingra @ud_delhi]

@SamsungIndia, do you guys plan to refund the Rs 999/- I had paid on 11 Feb 2026, for a pre-reserve voucher, as I am not interested in any product? Your website has no process to cancel this! Highly depolorable! I have sent a DM as well.

[Umesh Dhingra @ud_delhi]

@connectgurmeet There must be some reason, for corporates being defensive, maybe tariffs and geo political

[Umesh Dhingra @ud_delhi]

@bharatbetpf All the best Ganesh,your knowledge skills are excellent .Can you please share the link of Ken podcast that you have done.

[Umesh Dhingra @ud_delhi]

@connectgurmeet Even outside Banglasaheb Gurudwara, as early as 4.30 am , kind-hearted people are distributing tea.

[Umesh Dhingra @ud_delhi]

@IndiGo6E You are just following the govt orders

[Aviator Anil Chopra @Chopsyturvey]

Indian girl Tara Prasad on the top at the World Figure Skating Championship 2025 in Seoul. Pity no Indians cheered for her. They were all watching cricket🤐😔.
Anyway here is a chance to watch now and forward to your friends globally. Great and very very rare achievement....

[Umesh Dhingra @ud_delhi]

@bharatbetpf That's wow

[Umesh Dhingra @ud_delhi]

@bharatbetpf It's all about participation and giving ones best

[Siddharth Shah @siddharthshahx]

Please think before talking down to founders. Some I know have put in their entire life savings in their businesses. Some draw a ₹25k salary. Some who have kids and parents to look after. Yes they chose this path themselves, but doesnt mean it less difficult. Remember, you may not owe them funding, you definitely owe them empathy and respect

[Umesh Dhingra @ud_delhi]

@Iamsamirarora I presume this tweet explains the reason for what's gone wrong with Indian equity markets. I'm recalling your opening minutes at the BS Manthan seminar in Delhi.Cheers,and it was nice meeting you.

[Umesh Dhingra @ud_delhi]

@bharatbetpf @kunksed We will probably hear you analysing COSTCO during the US Deepdive series !

[Umesh Dhingra @ud_delhi]

@bharatbetpf At the outset, thanks Ganesh for a super three hour session on US SaaS.Lots of learning for me,both through basics and detailed info on top US companies, with best wishes.😁

[Samir Arora @Iamsamirarora]

Every time market is down someone says you should be in a multi asset fund, every time market is up someone else (mostly from the same fund house and a few times the same person) says you should be in equity fund:
This reminds me of that old joke

How to make money in stock markets?

Simple- Buy a stock and when it doubles, sell it.

But what if it does not double?

Then don't buy it.

[Umesh Dhingra @ud_delhi]

@safiranand @pchandu123 I am waiting .....