📉 The AI black cloud is real on Indian IT. If I have to place bets right now → #Coforge & #PersistentSystems 💻Coforge framing is crystal clear: 🛡️🛡️“In an AI-infused era, our G&A costs have to be held constant in absolute terms… enabled by automation and AI-led interventions.” 🪜🪜They’re not defending the old model. They’re positioning for the modernization surge agentic deployment wave the new high-margin managed services layer. 💻Persistent has a clean parallel: 💎💎Built on engineering & business hyper-productivity data readiness — deliberately breaking the old linear link between revenue growth and headcount addition. Both are moving from “more people = more revenue” to platforms, outcome-based models, and AI value pools. Still a bet. Needs to play out. #Coforge #PersistentSystems #IndianIT #AI

🚨 MOTILAL OSWAL MIDCAP FUND’S TOP 10 BETS When one of India’s best-performing midcap funds takes concentrated positions, it’s worth paying attention. Current top holdings 👇 🟢 One97 Communications (Paytm) — 7.29% 🟢 Kalyan Jewellers — 7.09% 🟢 Eternal — 5.83% 🟢 Coforge — 5.58% 🟢 KEI Industries — 5.48% 🟢 Persistent Systems — 5.41% 🟢 Aditya Birla Capital — 5.17% 🟢 Billionbrains Garage Ventures — 5.09% 🟢 Bharti Airtel — 5.01% 🟢 MCX — 4.33% What stands out? 🟢 Strong exposure to digital platforms through Paytm, Eternal and Billionbrains. 🟢 Continued conviction in technology via Coforge and Persistent Systems. 🟢 Consumption theme represented by Kalyan Jewellers. 🟢 Financialization of India through Aditya Birla Capital and MCX. 🟢 Infrastructure and electrification play through KEI Industries. This isn’t a portfolio chasing the past. It’s positioned around themes that could shape India’s growth over the next decade: Digital India, Financialization, Consumption, Technology and Infrastructure. If you had to pick just ONE stock from this list to hold until 2029, which would it be? #MutualFunds #MotilalOswal #MidcapFund #Paytm #KalyanJewellers #Coforge #PersistentSystems #MCX #StockMarket #Investing

Why Chase Risky Smallcap Momentum When Quality Compounders Are Beaten Down? 💎📉 Nowadays, most X handles are flooding timelines with smallcap stocks riding momentum & technicals. 🧨 Focus on Quality Indian Stocks delivering Dividends Strong Cash Flow Faster Structural Growth for 2026 and beyond! These are temporarily beaten down but building long-term wealth through rock-solid fundamentals. 🔥 Standout Names: Wealth/AMC Space (High payouts AUM-driven growth): #Nuvama Wealth: Strong ~20% YoY wealth mgmt growth, healthy dividends (recent ~₹14/share). Robust profits. 💰 #KFintech: Consistent dividend hikes (₹7.5 to ₹12 ), excellent cash coverage, strong registrar & tech revenue. 📈 #360One: Steady dividends (~₹12/share), solid wealth momentum. #HDFCAMC & #NipponIndia: Reliable high payouts, massive AUM & recurring revenue. Housing Finance & Others: #Aptus Value Housing & #IndianaShelter: Attractive yields (~1.5-1.7%), disciplined affordable housing growth, healthy ROE. 🏠 Proven Compounders: #Titan: Consistent dividends strong brand growth in jewellery & watches. ⌚ #KalyanJewellers: Pan-India expansion via efficient FOCO model, huge future FCF, Candere turning PAT positive, attractive valuations with ~95-100% upside! 💎 #Lenskart: Eyewear leader with powerful tech manufacturing moat (AI, backward integration), strong operating cash flows funding rapid store & global expansion. Rapid growth in organized eyewear! 👓🚀 #Havells: Electrical equipment powerhouse with strong brand moat, diversified portfolio, consistent cash generation and dividends. ⚡ #APLApollo: Steel tubes market leader with superior manufacturing efficiency & scale moat, robust volume growth and cash flows. 🏗️ #MetroBrands: Retail expansion consumer tailwinds. #Polycab: Wires/cables leader, strong FCF, rising dividends (~₹35-47/share). #PersistentSystems: IT growth engine, rising dividends with excellent cash conversion. 💻 #M&M: Auto/tractor EV/farm tailwinds with dividends. #FiemIndustries, #SJSEnterprises: Auto ancillaries with solid payouts & cash flows. #Thyrocare, #TipsMusic: Niche leaders (diagnostics/music) generating strong cash. 🧨 True wealth is built on fundamentals, not hype. These are structural plays on Indian consumption, formalisation, financialisation & infrastructure! 🇮🇳✨ #IndianStocks #Dividends #EquityInvesting #LongTermInvesting #WealthCreation #QualityStocks DYOR. Not financial advice. 📊🚀

🚨 India's AI Supply Chain is MASSIVE — and most investors are missing it. Here are 15 listed companies powering every layer of India's AI revolution 🇮🇳 From chips → data centers → software → deployment A thread you NEED to bookmark #AIIndia #IndianStocks #NSE #BSE #AIStocks 1 : Semiconductors & Hardware AI needs chips. India is building that capability NOW. Kaynes Technology → India's FIRST commercial multi-chip module dispatched to the US → Core infrastructure for AI processors & edge computing Dixon Technologies → India's largest EMS company (₹70,817 Cr market cap) → Chip assembly, Samsung & Lenovo partnerships 📟 MosChip Technologies → India's only listed fabless chip designer This is just the beginning of India's semiconductor story #MakeInIndia #Semiconductors #DixonTech #KaynesTech 3 : IT Giants riding the AI Wave India's IT powerhouses are transforming into AI companies. 🔵 TCS — AI-powered enterprise solutions globally 🔵 Infosys — Infosys Topaz AI platform 🔵 HCL Technologies — AI-led digital services 🔵 Wipro — Wipro AI360 strategy 🔵 Tech Mahindra — GenAI & automation 🔵 Mphasis (NSE: MPHASIS) — AI-first BFS solutions 87% of Indian enterprises are actively using AI as of Dec 2025. These companies are the backbone of enterprise AI deployment #TCS #Infosys #HCLTech #Wipro #IndiaIT 4 : Deep Tech & Engineering R&D These are India's AI-native companies — building the FUTURE. Tata Elxsi → ROE of 34.62%, ROCE of 46.60% → AI embedded in automotive, media & healthcare → Completely debt-free! ⚡ Persistent Systems → One of India's fastest-growing AI-first IT firms → AI products, platforms & engineering services 😊 Happiest Minds → "Born Digital" company → AI, IoT & cloud as core DNA These aren't AI-adjacent. They ARE AI companies 🔥 #TataElxsi #PersistentSystems #HappiestMinds 5 : Industrial AI & Connectivity AI meets the physical world through these companies. Bosch India → 85% revenue from automotive AI solutions → Sensors, ECUs, AI-integrated powertrain systems → Subsidiary of $100B Robert Bosch GmbH 🇩🇪 📡 Tata Communications (NSE: TATACOMM) → The network backbone powering India's AI cloud → Global connectivity infra for AI workloads India's industrial AI adoption is JUST getting started in manufacturing, healthcare & BFSI 📊 #BoschIndia #TataCommunications #IndustrialAI 6/ THE FULL INDIA AI SUPPLY CHAIN MAP: 🔬 Chips → KAYNES, DIXON, MOSCHIP 🏢 Data Centers → E2E NETWORKS, ADANI ENT 💻 IT/Software → TCS, INFY, HCLTECH, WIPRO, TECHM, MPHASIS 🧠 Deep Tech → TATA ELXSI, PERSISTENT, HAPPSTMNDS 🤖 Industrial → BOSCH, TATA COMM India's AI industry = $17B by 2027 at 40% CAGR Which layer are YOU most bullish on? 👇 ♻️ RT this thread to share with fellow investors! 🔔 Follow me for more India stock deep dives ⚠️ Not SEBI registered. Not financial advice. DYOR #IndiaAI #NSE #BSE #AIStocks #IndianMarkets t.me/ HN8MHAdNy7diZjRl

Indian Stock Market | #Corporate News | 12 June 2026 🔹 Power Finance Corporation (PFC): Received presidential approval for the proposed merger of REC Ltd. with PFC, marking a significant step toward consolidation in the power financing sector. 🔹 Canara Bank (CANBK): Trades ex-dividend today for a final dividend of ₹4.20 per share. 🔹 DCB Bank (DCBBANK): Trades ex-dividend today for ₹1.45 per share. 🔹 Orient Cement (ORIENTCEM): Trades ex-dividend today for ₹0.50 per share. 🔹 Adani Enterprises (ADANIENT): Trades ex-dividend today for a final dividend of ₹1.30 per share. 🔹 Persistent Systems: Board approved the merger of wholly-owned subsidiary MediaAgility India Pvt. Ltd. into the parent company as part of an internal restructuring initiative. 🔹 Tata Group: Tata Trusts held a board meeting ahead of the upcoming Tata Sons board meeting, with market attention focused on the performance of Air India and Tata Digital. 🔹 Vodafone Idea: Chairman Kumar Mangalam Birla stated that the telecom operator is at an inflection point and expressed confidence about improved prospects ahead. 🔹 CMR Green Technologies: Continues to witness strong investor interest following its recent market debut, supported by positive momentum in the recycling and sustainability segment. 🔹 Dangee Dums: Reported key board meeting outcomes and corporate developments. 🔹 Safe Enterprises: Announced acquisition-related updates and other strategic business developments. 🔹 Market Impact: Dividend ex-dates, merger approvals, restructuring announcements, and corporate commentary are expected to drive stock-specific action amid a cautious broader market environment. #IndianStockMarket #CorporateNews #PFC #REC #CanaraBank #DCBBank #OrientCement #AdaniEnterprises #PersistentSystems #TataGroup #VodafoneIdea #CMRGreenTechnologies #MarketUpdate #StocksInFocus Disclaimer : The information provided is for general informational purposes only and should not be construed as financial, investment, legal, or tax advice. Past performance is not indicative of future results. Each investor’s circumstances are unique; therefore, you should consult a qualified professional before making any financial commitments. While every effort has been made to ensure accuracy, I assume no liability for any errors or for outcomes resulting from the use of this information.

Persistent Recognized Among India's Leading Impactful Companies in Hurun India Impact 50 - 2026 @Persistentsys #PersistentSystems equitybulls.com/category.php…

@Persistentsys has appointed Srijita Sinha as Senior Vice President and GCC Head (BFSI). With over 27 years of experience across Wipro and Infosys, she will lead efforts to strengthen partnerships with BFSI GCCs and support digital transformation, AI adoption, and modernization initiatives across the sector. Read More : gccrise.com/persistent-syste… @investindia | @makeinindia | @meitystartuphub | @mygovindia | @IndianTechGuide | @IndiatechO | @_DigitalIndia | @DigitalIndiaCrp #PersistentSystems #SrijitaSinha #BFSI #GCC #GlobalCapabilityCenter #DigitalTransformation #Banking #FinancialServices #IndiaGCC

Tech meltdown on Dalal Street! Nifty IT crashes 2%, Infosys, HCL Tech and TCS under pressure | Indiablooms - First Portal on Digital News Management indiablooms.com/finance/tech… #NiftyIT #ITStocks #StockMarket #IndianMarkets #DalalStreet #Infosys #TCS #HCLTech #Wipro #TechMahindra #PersistentSystems #Coforge #MarketCrash #ShareMarket #MarketNews

Tech meltdown on Dalal Street! Nifty IT crashes 2%, Infosys, HCL Tech and TCS under pressure | Indiablooms - First Portal on Digital News Management indiablooms.com/finance/tech… #NiftyIT #ITStocks #StockMarket #IndianMarkets #DalalStreet #Infosys #TCS #HCLTech #Wipro #TechMahindra #PersistentSystems #Coforge #MarketCrash #ShareMarket #MarketNews

🔴 IT Stocks Tumble in Early Trade- #HCLTech -3.5% at ₹1,092 #PersistentSystems -3.5% at ₹4,755 #Infosys - 2.5% #TechMahindra -1.9% Follows US sell-off: Nifty IT weak YTD amid outsourcing disruption worries. Caution advised. #IndianMarkets #ITStocks #NIFTYIT #StocktoWatch #Nifty #Sensex #Intraday

Why Mid-Cap IT Stocks Are Outperforming Large-Cap IT Companies in India | Deven Choksey Explains #DevenChoksey #DRChokseyFinServ #MidcapIT #KPIT #TataTechnologies #PersistentSystems #ITStocks #StockarketIndia #Investing #TechnologySector

The market rewards growth. CAGR tells you who has been delivering it consistently. 🚀 This screen is packed with wealth creators: 🔹 Solar Industries 🔹 Apar Industries 🔹 Dixon Technologies 🔹 Polycab India 🔹 Apollo Hospitals 🔹 Navin Fluorine 🔹 Thangamayil Jewellery 🔹 Persistent Systems 🔹 Titan Company Notice a pattern? These weren't "cheap stocks." They were businesses that kept growing earnings, cash flows, and market share year after year. 📈 Great CAGR stocks rarely look cheap. 📈 Great businesses rarely stay undervalued for long. Investors often search for the next multibagger. But many of the biggest winners are hiding in plain sight—continuously compounding while everyone waits for a correction. The real question isn't which stock doubled. It's: Which of these companies can still compound at 20% annually over the next 5 years? 👇 What's your bet? #StockMarket #Investing #CAGR #Compounding #MultibaggerStocks #WealthCreation #IndianStocks #Dixon #Polycab #Titan #PersistentSystems #LongTermInvesting

24. Amber Enterprises receives NCLT approval for merger of AmberPR Tech into parent. #AmberEnterprises 25. Persistent Systems transfers UK arm to Aepona Group; merges MediaAgility India into parent. #PersistentSystems #Aepona

🚨 IT stocks are down as much as 36% from their February highs. Are you: Vote with your reply! 👇 #TCS #Infosys #HCLTech #Wipro #TechMahindra #LTIMindtree #PersistentSystems #Coforge #Mphasis

- Persistent Systems 🤖 Collaborates with Databricks and Milwaukee School of Engineering (MSOE) to strengthen the AI engineering talent pipeline. #PersistentSystems #AI #Technology

#CNBCTV18Market | #JPMorgan On #IT: Channel checks suggest #Q1FY27 could be softer than current expectations, expects USD revenue cuts of 50-100 bps, though EPS may be protected by forex benefits. Prefers #TechMahindra & #Infosys among large caps, #Coforge & #PersistentSystems among midcaps

IT stocks lower, all constituents of NiftylT are in the red. TCS, LTM, PersistentSystems, Mphasis are down over 4%. #nifty #IT #TCS

#IT stocks lower, all constituents of #NiftyIT are in the red. #TCS, #LTM, #PersistentSystems, #Mphasis are down over 4% BHAI BUS THODA REST TIME HAI.. LONG AND LONG TO GO...

#CNBCTV18Market | #IT stocks lower, all constituents of #NiftyIT are in the red. #TCS, #LTM, #PersistentSystems, #Mphasis are down over 4%