DIXIT AGGARWAL

BET AGAINST AI AT YOUR OWN RISK ⚠️ ANTHROPIC NO OF EMPLOYEES ~3,000 REVENUE PER EMPLOYEE: ₹40 CRORE META PLATFORMS NO OF EMPLOYEES ~79,000 REVENUE PER EMPLOYEE: ₹23 CRORE MICROSOFT NO OF EMPLOYEES ~2,28,000 REVENUE PER EMPLOYEE: ₹11.2 CRORE ACCENTURE NO OF EMPLOYEES ~7,40,000 REVENUE PER EMPLOYEE: ₹85 LAKH INFOSYS NO OF EMPLOYEES ~3,20,000 REVENUE PER EMPLOYEE: ₹54 LAKHS TCS NO OF EMPLOYEES ~6,00,000 REVENUE PER EMPLOYE: 50 LAKH WIPRO NO OF EMPLOYEES ~2,30,000 REVENUE PER EMPLOYEE: ₹40 LAKH AI REPLACES HEADCOUNT WITH INTELLIGENCE. #NASDAQ100 #AIイラスト︎ #TCS

@gurgavin But when is Tesla hitting $85?

PEOPLE ALWAYS COMPLAIN ABOUT ELON’S $1T NET WORTH BUT THEY ALWAYS IGNORE THE $ 3-4 TRILLION HE CREATED FOR INVESTORS AND EMPLOYEES ALONG THE WAY NUMBERS DONT LIE. NARRATIVES DO.

UNSTOPPABLES: 10X SALES. 10X PROFITS. 10 YEARS. 10 साल में 10X सेल्स, 10X प्रॉफिट — ये हैं असली दौड़ के घोड़े 1. Bajaj Finance 2. Trent 3. MCX 4. Tanla Platforms 5. Welspun Enterprises 6. Dynacons Systems 7. Sandur Manganese & Iron Ores 8. SG Mart 9. Refex Industries 10. Olectra Greentech Note : No Recommendation @SumitResearch #multibaggers #stockmarkets #profits #compounders #StockMarketEducation

SALZER ELECTRONICS Q4FY26 Financials Revenue 1,758 Cr EBITDA 147 Cr (8%) PAT 54 Cr Q4 revenue up 26% YoY Industry Tailwinds Infra, data centers, China Plus One supportive Commodity inflation remains a pressure Competitive Edge Strong OEM relationships and pricing power Schneider contributes around 12% revenue Risks Plastic and commodity inflation Export headwinds from US tariffs High debt and execution delays Growth Drivers Smart metering via Wirepas, Saudi plant EMS and switchgear expansion Management Strong FY26 led by industrial capex Focus on high-margin switchgear and global expansion Outlook FY27 revenue 2,000–2,100 Cr EBITDA margin 9–9.5% Saudi operations from H2, EV charging scaling Conclusion Strong demand outlook Margins under pressure Execution and deleveraging are key #StockMarkets #salzer #StockMarketToday @SumitResearch

EARNINGS POWERHOUSES IN THE SMALLCAP SPACE List of Smallcaps companies showing YoY Profit Growth . 1. Diamond Power : 325% 2. Globus Spirits : 293% 3. Sheela Foam : 155% 4. Timex Group : 140% 5. Pondy Oxide : 114% 6. V2 Retail : 111% 7. Senores Pharma : 110% 8. Vintage Coffee : 80% 9. Precision Wires : 72% 10. Kwality Pharma : 67% Note: No Recommendation. #stockmarkets #stockmarketnews #SmallCapStocks #profit

@MPeerasab25 Pls do your own Analysis

@Dixitagg What about investor bought shares with high value, whether they need to retain or sell ?

KAYNES TECH Q4FY26 CONCALL FINANCIALS: Revenue +50%, EBITDA +55%, PAT +60% Margin: 15.5% CORE: Landmark FY26; strong growth + scaling into semiconductors KEY DRIVERS: Defense & aerospace scaling fast OSAT + semiconductor entry Export growth + EV electronics demand STRATEGY: ODM transition + full-stack electronics play Design-to-manufacturing moat strengthening INDUSTRY TAILWINDS: China+1, PLI, semiconductor push Strong demand: smart meters, EV, automation RISKS: High working capital & capex Semiconductor execution risk Talent constraints GROWTH & GUIDANCE: FY27 growth: 40–50% EBITDA margin: 15–16% Order book: ₹5,500+ Cr #stockmarket #StockGains

𝗗𝗼𝗻𝗮𝗹𝗱 𝗝. 𝗧𝗿𝘂𝗺𝗽 𝗧𝗿𝘂𝘁𝗵 𝗦𝗼𝗰𝗶𝗮𝗹 𝟱.𝟮𝟵.𝟮𝟲 𝟬𝟳:𝟭𝟮 𝗔𝗠 𝗘𝗦𝗧 President Trump posts on Jill Biden admitting she knew something was wrong with Joe and never said or did anything about it.

ARE THESE COMPANIES SACRIFICING GROWTH FOR PAYOUTS? List of companies with Dividend payout % 1. Castrol India : 135% 2. Godrej Consumer : 110% 3. 3M India : 110% 4. Vedanta : 101% 5. Colgate : 98% 6. Tech Mahindra : 94% 7. SJVN : 92% 8. Pidilite : 89% 9. ITC : 88% 10. HCL Tech : 88% #stockmarkettrader #stockmaket

@ShoneeKapoor Poor post

Don't know what came to #Madhuri that at 59 she is trying to compete with #JahnaviKapoor who built her career on cleavage showing than on acting. Or is it that now a days every woman is competing with Onlyfans everywhere???

SANSERA ENGG Q4FY26 CONCALL 1. Financials • Q4 Revenue: ₹9,987 mn (record) • FY26 Revenue: ₹34,979 mn • Cash: ₹3,972 mn | Capex: ₹5,097 mn 2. Key Highlights • Record FY26 revenue; pivotal year • Strong push toward non-auto diversification • Capacity expansion in forging & machining 3. Growth • ADS business +155% YoY (key driver) • Non-auto +70% YoY; EV segment ~20% growth • Aerospace demand strong globally 4. Outlook • Non-auto mix target: 15–20% (2 years) • Strong H1FY27 expected • ₹44.6 bn ADS order book; continued capex 5. Risks • Higher working capital (ADS scale-up) • Input cost inflation (steel, energy) • Skilled labour constraints 6. Conclusion • Aerospace + ADS = key growth engines • Balance sheet supports expansion #StockMarketToday #StockAlertsIndia

@Akash17971 Thank you sir

@Dixitagg Good work bhai.

TRIPLE-DIGIT PROFIT GROWTH: COMPANIES ON FIRE धमाकेदार मुनाफा,100%+ बढ़ोतरी. 1. Cupid : 254% 2. NACL : 264% 3. Diamond Power : 192% 4. HBL Engg : 184% 5. Quality Power : 170% 6. Senco Gold: 154% 7. MCX : 146% 8. Puravankara : 137% 9. Timex : 137% 10. Lloyd Metal : 131% 11. Hitachi Energy : 107% 12. Acutas Chemical : 107% 13. GE Vernova : 102% 14. Navin Fluorine : 102% 15. Pondy Oxide : 101% Disc:No Recommendation.

EMMFORCE AUTOTECH FY27 GUIDANCE REVENUE :190-195 Cr ( 75%+) PAT:18-19 Cr (100%+)

#SME Good results, good outlook... Names to look ahead Any other good ones?

@AimInvestments Huge inventory built up .

What will happen to the stock after posting such results?

@NeerajCNBC FY 27 PE still under single digit .

SK hynix also. 10x in one year

@AimInvestments Sentiment changes narratives

Time is supreme in stock markets. Once upon a time, Infosys was a stock every middle-class family trusted. Today? A power company with lower ROE/ROCE, no dividend commands 2x PE & has same market cap. That’s how brutal markets can be.

ACTION CONSTRUCTION Q4FY26 CONCALL 1. Performance Record FY26 performance; revenue ₹3,395 Cr PAT ₹425 Cr (+5.4%), EBITDA margin 18.3% Q4 revenue ₹1,021 Cr (+5.6%) Debt-free, ₹2/share dividend 2. Growth Triggers Kato JV to boost premium crane portfolio Strong defense pipeline (target 5–6% mix) Exports + IoT-enabled products gaining traction 3. Outlook Revenue target ₹6,000–6,200 Cr (mid-term) Sustainable EBITDA margin: 15–16% FY27 to start steady; ₹200 Cr capex planned 4. Industry Tailwinds Infra & capex cycle strong Shift toward high-tonnage cranes 5. Risks Steel price inflation Chinese pricing pressure Anti-dumping duty delays #stockmarkets #StockMarketToday @SumitResearch

VALUTION DERATING OR EARNING CATCHING UP 1. Acme Solar Peak PE: 250 Current PE: 35 2. Quality Power Peak PE: 170 Current PE: 47 3. Kaynes Tech Peak PE: 150 Current PE: 61 4. ASM Tech Peak PE: 140 Current PE: 80 5. Apollo Micro Peak PE: 160 Current PE: 120 6. Jeena Sikho Peak PE: 110 Current PE: 38 7. Vikram Solar Peak PE: 85 Current PE: 15 8. HBL Engineering Peak PE: 80 Current PE: 27 9. Manorama Industries Peak PE: 85 Current PE: 37 10. Shilchar Tech Peak PE: 45 Current PE: 30 #StockMarket #valuations

@dramitgupta77 Looks like a big order execution is under process . Let’s wait for concall tomorrow

@Dixitagg How is emmforce autotech result sir