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

⚽ THE STRANGEST BULL MARKET INDICATOR? 1. 2002: 3.3% 2. 2006: 46.4% 3. 2010: 17.3% 4. 2014: 29.9% 5. 2018: 5.8% 6. 2022: 4.3% What will happen in 2026? Average return in FIFA years: 17.3% Since 2002, every FIFA World Cup year has ended with the Sensex in the green. #Sensex #FIFAWorldCup2026 #IndianStockMarket #Investing #nifty

HOW ELON MUSK CHANGED THE FUTURE BEFORE IT ARRIVED Bullied as a kid. Nearly bankrupt in 2008. Built Zip2. Built PayPal. Built Tesla. Built SpaceX. Built Starlink. Bought X. Launched xAI. Got called crazy at every step. Now becomes the first trillionaire in human history. @elonmusk @Tesla @SpaceX @xai #spacex

Congratulations @elonmusk for 1 trillion$ wealth . @SpaceX @Tesla #spacex #TechTrends

Had an insightful discussion with the promoters of @mps_taurian on the evolving demand landscape for crushers and screening equipment. India’s massive push towards roads, railways, mining, urban infrastructure, and construction is driving strong demand for crushing solutions. With mining activity expanding and capex cycles reviving, the requirement for high-performance crushing and screening machinery is expected to remain robust for years. Company reported good set of number in H2 FY26 Highest ever revenue, EBITDA, PBT and PAT in company history Big growth vs H1FY26 and H2FY25 Rev at 67cr vs 43cr, H1 at 32cr PBT at 16.2cr vs 7.7cr, H1 at 5.2cr PAT at 12.5cr vs 5.6cr, H1 at 3.6cr

SENORES PHARMA Q4FY26 CONCALL FY26 Performance • Revenue: ₹663 Cr ( 62%) • PAT: ₹122 Cr ( 108%) • Q4 EBITDA Margin: 32.7% • Operating Cash Flow: ₹75 Cr Growth Drivers • 30 approved ANDAs to be launched gradually • Upnar & Soraya acquisitions boosting US presence • India branded business scaling up • ₹200 Cr capex planned for FY27 • Sterile manufacturing expansion underway Key Positives • 8th consecutive quarter exceeding commitments • Approved ANDA portfolio doubled in FY26 • CDMO and own-products business well balanced • Complex and specialty products supporting margins • Strong US and emerging market opportunities Monitorables • Elevated working capital cycle • Higher receivables from acquisitions • Shipping disruptions and inflationary pressures FY27 Guidance • Revenue Growth: 30–40% • PAT Growth: 50–60% • EBITDA Margin: 29–31% Management View • Highly confident on growth outlook • Strong visibility from launches and acquisitions • Focus on accelerating both organic and inorganic growth. #stockmarkets #smallcap

THE IPO HALL OF FAME JUST GOT A NEW KING : SPACEX इतिहास के सबसे बड़े IPOs, और फिर आया SpaceX. 1. SpaceX (2026) Amount Raised: $75 billion Valuation: $1.8 trillion 2. Saudi Aramco (2019) Amount Raised: $25.6 billion Valuation: ~$1.7 trillion 3. Alibaba Group (2014) Amount Raised: $21.8 billion Valuation: ~$175 billion 4. SoftBank Corp. (2018) Amount Raised: $21.3 billion Valuation: ~$73 billion 5. NTT DoCoMo (1998) Amount Raised: $18.1 billion Valuation: ~$144 billion 6. Visa Inc. (2008) Amount Raised: $17.9 billion Valuation: ~$44 billion 7. AIA Group (2010) Amount Raised: $17.8 billion Valuation: ~$36 billion 8. Enel (1999) Amount Raised: $16.5 billion Valuation: ~$57 billion 9. Facebook (2012) Amount Raised: $16.0 billion Valuation: ~$104 billion 10. General Motors (2010) Amount Raised: $15.8 billion Valuation: ~$50 billion #spaceXIPOliveonBybit #ipo #stockmarket #spacex

MAYUR UNIQUOTERS Q4FY26 CONCALL Margins & Financials Q4 Revenue: 260.6 Cr Q4 PAT: 60.7 Cr ( 73% YoY) EBITDA margin crossed 30% in Q4 Long-term EBITDA margin target: 25–30% Forex gains aided profitability Business Update FY26 ended on a strong growth note Focus shifting towards premium automotive exports Strong traction in US and Europe markets Targeting global OEM supplier positioning Risks Raw material price volatility Shipping disruptions impacting deliveries Rising employee costs from labor code implementation PU segment growth remains subdued Key Growth Drivers Automotive OEM exports surged nearly 50% Ford platform additions boosting exports Export revenue mix reached 42.5% Long-term export mix target: 45–50% Conclusion Mayur is evolving into a premium global automotive supplier Export-led growth and premiumization are driving margins Strong OEM visibility and expansion plans support long-term growth prospects. #stockmarket #SmallCapStocks

विदेशी निवेशकों की पसंद बन रहे ये शेयर FII stake increased in last 1 Quarter 1. Gujarat Gas: 6.75% 2. AGL Infra: 3.15% 3. GMDC: 1.46% 4. MRPL: 1.36% 5. Hemisphere Properties: 1.36% 6. Aditya Infotech: 1.35% 7. KSH International: 1.33% 8. Premier Energies: 1.24% 9. Tamilnad Mercantile Bank: 1.24% 10. BASF India: 1.21% #stocktalk #stockmarket

WHEN ‘SAFE BETS’ COULDN’T BEAT A FIXED DEPOSIT 5 साल बाद: FD जीती, दिग्गज हारे Company : Last 5 Years Return 1. TCS: -33% 2. HDFC Life: -17% 3. Infosys: -14% 4. HUL: -10% 5. Asian Paints: -9% 6. HDFC Bank: -1.5% 7. Kotak Bank: 4% 8. Reliance: 15% 9. HCL Tech: 20% 10. Dr Reddy: 24% #stockmarket #fd #stockmarketupdates #stockmarketnews

TAMIL NADU GOVERNMENT’S HIDDEN STOCK MARKET BETS: TIDCO इन कंपनियों में तमिलनाडु सरकार की भी हिस्सेदारी Company : TIDCO stake 1. Titan : 27.88% 2. Tanfac Industries : 26.02% 3. Tamil Nadu Petroproducts : 17.61% 4. Tamil Nadu Telecom: 14.64% 5. Saptharishi Agro Industries : 8.79% 6. SKM Egg Products : 7.58% 7. Manali Petrochemicals : 6.52% 8. Tamil Nadu Newsprint & Papers : 1.23% 9. NLC India : 1.08% Above estimated shareholding sums up to approx 1.07 lac crore @TIDCO_1965 @TataCompanies @skmeggproducts @nlcindialimited @SumitResearch @dmuthuk #stockmarket #stockmarketnews

ADITYA VISION Q4FY26 CONCALL FINANCIALS • FY26 Revenue: ₹2,672 Cr ( 18% YoY) • FY26 PAT: ₹117 Cr ( 11% YoY) • EBITDA Margin: ~8.5% • Q4 Revenue: 28% YoY • Q4 PAT: 36% YoY • Q4 SSSG: 18% GROWTH DRIVERS • Added 102 stores in last 3 years • Cluster-based expansion strengthening execution • Mobility and laptop segments continued to grow • Cooling category remained a key margin driver RISKS • Weak summer and unseasonal rains can impact demand • Expansion costs and higher freight expenses remain concerns • Geopolitical tensions affecting supply chains MANAGEMENT • FY26 was a transformational year • Focus on expansion, inventory strength and market leadership • Store maturity improving operating leverage OUTLOOK • 25 store additions planned in FY27 • Entry into Madhya Pradesh during FY27 • EBITDA margin guidance maintained at 8–10% • Summer demand and April trends remained strong CONCLUSION • Transitioning into a year-round electronics retailer • Expansion and store maturity support long-term growth • Near-term profitability may remain impacted by expansion investments. @VisionAditya #stockmarket #stockmarketnews

बाजार टूटा, ये शेयर फूटे नहीं—उड़े हैं List of stocks making New All Time Highs. 1. Accutas Chemical 2. Aditya Infotech 3. Apar Industries 4. CG Power 5. Cummins India 6. Eicher Motors 7. GE Vernova 8. Lloyds Metals 9. Netweb Technologies 10. Polycab India 11. Precision Wires India 12. RR Kabel 13. TD Power Systems 14. Timex Group India 15. Titan Company 16. Yasho Industries 17. Apollo Hospitals 18. Himadri Speciality 19. Sai Life 20. Data Pattern Note : No recommendation @SumitResearch #stocktowatch #stockmarkets #StockFocusnews

IPO DARLINGS THEN, DEEP CORRECTIONS NOW IPO स्टार्स का दर्दनाक सफर Last 5 year Famous IPO fall from All Time Highs. 1. Sula Vineyards : -80% 2. Stanley Lifestyles : -78% 3. Tarsons Products : -78% 4. Vedant Fashions : -75% 5. Motisons Jewellers : -66% 6. Sapphire Foods : -55% 7. Bajaj Housing Finance : -50% 8. Tata Technologies : -48% 9. NSDL : -42% 10. LIC : -33% @SumitResearch #stockmarkets #ipo #StockslnFocus

CEAT TYRES Q4FY26 CONCALL Financials FY26: ₹15,215 Cr ( 15.5%) Q4: ₹4,306 Cr ( 18.2%) EBITDA: ₹587 Cr (14.6%) Debt/EBITDA: 1.46x Core Strong growth; margins pressured by RM inflation Industry Tailwinds: GST cuts, rural recovery Headwinds: high crude, rubber inflation Strategy Premiumization EV focus Capex ₹1,350–1,400 Cr Digital & AI push Management Crossed ₹4,000 Cr revenue Demand strong (GST rural) Focus on premium & EV Cautious on costs Outlook Replacement: high single-digit growth 2W strong 10% price hike Margins under near-term pressure Camso upside from FY28 Risks RM inflation, geopolitics, WC pressure Conclusion Demand strong; margins weak near term; long-term story intact @CEATtyres #stockmarket #ceat #concall #stocktowatch

ANUP ENGINEERING Q4FY26 CONCALL Financials * Revenue ₹822 Cr * EBITDA ₹174 Cr * Margin 21.2 percent Industry Tailwinds * Strong demand in Oil and Gas, Petrochem, Nuclear, Hydrogen * Key risks: Steel volatility, logistics disruptions Strategy * Focus on high-complexity, high-margin projects * Strong push on design and engineering capabilities * Selective bidding approach Key Risks * Steel price fluctuation * Fixed-price contracts * Shipping and logistics issues Management View * Challenging year, but margins protected * Strong focus on cost control and order quality * Capacity expansion completed * Increasing focus on technical services Growth and Guidance * Revenue potential ₹1,200 Cr * Order book ₹769 Cr | Pipeline ₹1,200 Cr * Services target ₹200 Cr * Capacity utilization improving #stockmarket #anup #concall

INDIAN IT SECTOR: PROFIT GROWTH PERFORMANCE COMPARISON किसकी ग्रोथ सबसे तेज? Company : Last 5 Year Profit CAGR 1. Persistent Systems : 36% 2. Coforge : 28% 3. LTM : 22% 4. HCL Tech : 10% 5. TCS : 9% 6. Infosys : 9% 7. Mphasis : 9% 8. Happiest Minds : 7% 9. Wipro : 4% 10. Tech Mahindra : 2.5% #stockmarket #indianIT #stocktowatch