Tamil Share
Disclaimer: I am not SEBI Registered. The content in this channel is ONLY FOR EDUCATIONAL PURPOSE. We don't provide recommendations ANYWHERE. AP details : Zerodha Broking Ltd.: SEBI Reg no.: INZ000031633 | L. MuthuKumar | NSE AP reg. no.: AP2516004421
إظهار المزيد📈 نظرة تحليلية على قناة تيليجرام Tamil Share
تُعد قناة Tamil Share (@tamilshare1) في القطاع اللغوي الإنكليزية لاعباً نشطاً. يضم المجتمع حالياً 48 087 مشتركاً، محتلاً المرتبة 2 354 في فئة الاقتصاد والمالية والمرتبة 7 741 في منطقة الهند.
📊 مؤشرات الجمهور والحراك
منذ تأسيسه في невідомо، حقق المشروع نمواً سريعاً وجمع 48 087 مشتركاً.
بحسب آخر البيانات بتاريخ 31 يوليو, 2026، تحافظ القناة على نشاط مستقر. خلال آخر 30 يوماً تغيّر عدد الأعضاء بمقدار -462، وفي آخر 24 ساعة بمقدار 2، مع بقاء الوصول العام مرتفعاً.
- حالة التحقق: غير موثّقة
- معدل التفاعل (ER): يبلغ متوسط تفاعل الجمهور 5.51%. وخلال أول 24 ساعة من النشر يحصد المحتوى عادةً 4.04% من ردود الفعل نسبةً إلى إجمالي المشتركين.
- وصول المنشورات: يحصل كل منشور على متوسط 2 650 مشاهدة. وخلال اليوم الأول يجمع عادةً 1 943 مشاهدة.
- التفاعلات والاستجابة: يتفاعل الجمهور بانتظام؛ متوسط التفاعلات لكل منشور يبلغ 3.
- الاهتمامات الموضوعية: يركز المحتوى على مواضيع رئيسية مثل yoy, ebitda, margin, pbt, revenue.
📝 الوصف وسياسة المحتوى
يصف المؤلف القناة بأنها مساحة للتعبير عن الآراء الذاتية:
“Disclaimer:
I am not SEBI Registered.
The content in this channel is ONLY FOR EDUCATIONAL PURPOSE.
We don't provide recommendations ANYWHERE.
AP details :
Zerodha Broking Ltd.: SEBI Reg no.: INZ000031633 | L. MuthuKumar | NSE AP reg. no.: AP2516004...”
بفضل وتيرة التحديث المرتفعة (أحدث البيانات بتاريخ 01 أغسطس, 2026) تحافظ القناة على حداثتها ومستوى وصول مرتفع. وتُظهر التحليلات تفاعلاً نشطاً من الجمهور، ما يجعلها نقطة تأثير مهمة ضمن فئة الاقتصاد والمالية.
جاري تحميل البيانات...
| التاريخ | نمو المشتركين | الإشارات | القنوات | |
| 01 أغسطس | 0 |
| 2 | THANGAMAYIL JEWELLERY DOWN 10 % AGAIN , TRIGGER WEAK MANAGEMENT COMMENTARY
THANGAMAYIL JEWELLERY DOWN 28 % IN LAST 4 SESSION | 2 528 |
| 3 | HyundaiMotor shares rise nearly 8% on healthy FY27 guidance given by mgmt | 2 514 |
| 4 | 😳 | 2 481 |
| 5 | KOSPI + 15 %, TAIWAN + 8 % , NIKKEI + 3.5 %😳😳 | 2 438 |
| 6 | 🚩Mixed / Neutral / Average🙄🆗😑
1) NSE (Avg)
2) IRB Infrastructure Developers (Revenue up 1.8% EBITDA up 21%)(Margin Expansion)
3) Gillette India (Avg)
4) IRFC (AUM ₹4.79 Lakh Cr, compared with ₹4.85 Lakh Cr as of March 2026)
5) Transport Corporation of India
6) Oriental Aromatics
7) NSDL (Margin down)
8) Indegene (Good)(Track)(USD Revenue $112.5 Mn (+26.5% YoY & +2.5% QoQ))
9) Tata Steel
10) Swiggy (Improvement)(B2C GOV up 28%)(Quick Commerce NOV up 39%)(achieved its Quick Commerce contribution margin break-even target ahead of schedule, with contribution margin improving to -0.2% of GOV (+440 bps YoY), while Adjusted EBITDA losses reduced to ₹778 Cr)
11) Best Agrolife (Margin Expansion)
12) Alivus Life Sciences (Margin Expansion)
13) Privi Speciality Chemicals (Margin down)
14) Vinyl Chemicals (Revenue down but Margin Expansion)
15) De Nora India (Revenue down but Margin Expansion)
16) Updater Services (Avg)
17) India Finsec
18) Filatex India
19) RailTel Corporation of India
20) Westlife Foodworld (SSSG improves to mid-single-digit growth)(SSSG +4.3%)(Improving trend)
21) Kabra Extrusiontechnik
22) Ujaas Energy (No view)
23) Belding India (No view)
24) Prabha Energy (No view) | 2 448 |
| 7 | 30th July 2026 Q1FY27 Results Snapshot:-
🚩Decent / Good / Blockbuster👏😃🔥
1) Vedanta (Solid)
2) GNG Electronics (Decent)(Margin Expansion)
3) Pricol (Good)
4) ICRA (Solid)
5) Bajaj Finance
6) Deepak Fertilizers and Petrochemicals Corporation (Solid Margin Expansion)
7) Vedanta Aluminium Metal (Robust)(Highest-ever aluminium production achieved at 632 KT)(Profit zooms 205% to ₹6,597 Cr, EBITDA jumps 134% to ₹10,499 Cr YoY)
8) Exide Industries (Broad-based growth momentum during Q1 FY27, with double-digit growth across all major businesses)(Our Gigafactory in Bengaluru is progressing well towards operational readiness, with utility installations completed across all four production lines)
9) GHCL Textiles (Blockbuster)
10) Silver Touch Technologies (Solid)
11) Aarti Industries (Solid)
12) Honda India Power Products
13) Mazagon Dock Shipbuilders (Margin Expansion)
14) Ajanta Pharma (Consistent)
15) Ganesh Infraworld Limited (SME) (Blockbuster)(ORDER BOOK ₹ 4,090.25 cr as of Jun 30, 2026)
16) PSP Projects (Solid)(Margin Expansion)
17) Satin Creditcare Network (Solid)(FY27 Guidance* Consolidated AUM Growth Target 20%–25%, implying AUM of ₹18,200–18,900 Cr by FY27-end Standalone Credit Cost Target 3.0%–3.5% Standalone ROA Target 3.5%–4.0%)
18) Vardhman Textiles (Margin Expansion)
19) Mahindra & Mahindra (Standalone Margin down)(Consolidated Decent)(H2 WILL NOT BE BETTER THEN H1)
20) Nuvama Wealth Management (Good)(Track)
21) Rainbow Children's Medicare (Track)
22) OCCL (Solid)
23) LT Foods
24) AWL Agri Business (Solid Margin Expansion)(Consolidated Revenue grew 18% YoY, with 7% Underlying Volume Growth)
25) Torrent Pharmaceuticals (Revenue up 55% EBITDA up 61% PAT up 3.2%)
26) Paushak
27) Anlon Healthcare (Solid but Margin down)
28) India Motor Parts and Accessories
29) JBM Auto
30) Mankind Pharma (Margin Expansion)
31) Global Health
32) Niva Bupa Health Insurance Company (GWP up 31.7%)(PAT up 93%)
33) Siyaram Silk Mills
34) Kalind
🚩Bad / Poor / Weak 😠😡🤬
1) Hyundai Motor India (Looking ahead, we remain committed to achieving our stated guidance of 8-10% (YoY) volume growth for both domestic & exports as well as 11-14% EBITDA margin in FY27)
2) Hester Biosciences (PAT growth due to Exceptional Gain)
3) Saint Gobain Sekurit India (Margin down)
4) Go Fashion
5) Mahanagar Gas (Margin down)
6) Josts Engineering Company
7) Apollo Pipes (Margin down)(Sales volume decreased 3% YoY)(The PVC industry was impacted during Q1FY27 driven by sharp fluctuations in polymer prices. The steep price correction during April prompted channel partners to defer purchases and rationalize inventories, resulting in subdued demand across Home Plumbing and Bath Fittings industry)(With PVC prices stabilizing, we are confident of delivering a significantly better performance in H2FY27)
8) Chambal Fertilizers & Chemicals (Revenue down but Margin Expansion)
9) Thermax (Margin down)(Order booking grew 2% to 2809 crore)(Data centres are gaining traction as a high-potential growth sector)
10) Nucleus Software Exports
11) Data Patterns (Margin down)(While revenue for the quarter was modest, primarily due to temporary delays in customer approvals, these are expected to normalize in the coming quarters)(we remain confident of achieving our full year guidance)
12) Mallcom
13) Archean Chemical Industries
14) LIC Housing Finance (Total disbursements up 14.5%)(Outstanding Loan Portfolio up 4%)(Better to look after affordable housing players)
15) Quick Heal Technologies | 2 020 |
| 8 | Tata Steel Limited Q1FY27 Results:-
Revenue 60794.29 Cr vs 53178.12 Cr
(+14.32% YoY┃-3.91% QoQ)
EBITDA 9264.34 Cr vs 7427.54 Cr
(+24.73% YoY ┃-5.74% QoQ)
EBITDA Margin 15.24% vs 13.97% YoY & 15.53% QoQ
PBT Ex-Exceptional Items 4183.01 Cr vs 3199.20 Cr
(+30.75% YoY┃-18.78% QoQ)
PAT 2385.24 Cr vs 2007.36 Cr
(+18.82% YoY┃-19.55% QoQ)
PAT After Minority interest 2318.35 Cr vs 2077.68 Cr
(+11.58% YoY┃-20.76% QoQ)
Other Income 232.68 Cr vs 288.67 Cr YoY & 248.47 Cr QoQ
This Q1 Exceptional loss of 345.48 Cr
Last Q4 Exceptional loss of 340.05 Cr | 1 711 |
| 9 | Nuvama Wealth Management Ltd Q1FY27 Results:-
Total Revenue 1376.22 Cr vs 1122.65 Cr
(+22.59% YoY┃+8.44% QoQ)
PBT 410.52 Cr vs 350.72 Cr
(+17.05% YoY┃+15.63% QoQ)
PAT 305.64 Cr vs 263.87 Cr
(+15.83% YoY┃+13.71% QoQ)
PAT After Minority interest 305.79 Cr vs 263.96 Cr
(+15.85% YoY┃+13.61% QoQ) | 1 734 |
| 10 | https://youtu.be/wrB029phsqw | 2 466 |
| 11 | Bajaj Finance | Q1 FY27 Business Update
Q1 FY27 Highlights
- AUM: ₹5,46,944 crore, ↑24% YoY.
- Assets Under Finance: ₹5,36,138 crore, ↑24% YoY.
- Interest Income: ₹20,513 crore, ↑20% YoY.
- Net Interest Income: ₹12,571 crore, ↑23% YoY.
- Net Total Income: ₹15,224 crore, ↑22% YoY.
- PPOP: ₹10,137 crore, ↑22% YoY.
- PBT: ₹8,149 crore, ↑28% YoY.
- PAT: ₹6,081 crore, ↑28% YoY.
- PAT (Owners): ₹5,986 crore, ↑27% YoY.
Business Performance
- New loans booked: 16.13 million, ↑20% YoY.
- Customer franchise: 124.43 million, ↑17% YoY.
- Added 5.10 million customers during the quarter.
- Annualised ROA improved to 4.7%.
- Annualised ROE improved to 20.4%.
- Loan loss ratio declined to 1.54%.
- GNPA improved to 0.96%.
- NNPA improved to 0.39%.
Growth Drivers
- Strong customer acquisition.
- Healthy loan book expansion.
- Robust NII growth.
- Improved profitability.
- Better asset quality.
- Lower credit costs.
Outlook
- Customer franchise continues to expand.
- Credit quality remains healthy.
- Strong profitability supports growth.
- Well positioned for sustained lending momentum.
Impact
- Positive.
- Broad-based growth across lending metrics.
- Improving asset quality.
- Higher ROA and ROE reinforce earnings quality.
Key Takeaway
- Bajaj Finance delivered another strong Q1 FY27 with 24% AUM growth, 28% PAT growth and improving asset quality. Robust customer additions, healthy loan growth and lower credit costs continue to strengthen its leadership in the retail lending space. | 2 500 |
| 12 | HYUNDAI MOTOR INDIA Q1FY27 CONS. :-
Revenue 16,334.63 Cr vs 16,412.79 Cr
(-0.48% YoY┃-13.65% QoQ)
EBITDA 1,511.54 Cr vs 2,185.37 Cr
(-30.83% YoY┃-23.11% QoQ)
EBITDA Margin 9.25% vs 13.31% YoY & 10.39% QoQ
PBT 1,201.65 Cr vs 1,847.14 Cr
(-34.94% YoY┃-25.07% QoQ)
PAT 888.62 Cr vs 1,369.24 Cr
(-35.10% YoY┃-29.11% QoQ)
EPS 10.94 vs 16.85 YoY & 15.45 QoQ | 2 625 |
| 13 | Vedanta Oil and Gas shares fall 4% despite Q1 profit swing | 2 911 |
| 14 | MTAR TECHNOLOGIES UPDATE
Order Revision
- Order value raised to ₹3,100.09 crore.
- Increased by ₹819.94 crore.
- Customer remains confidential.
- Execution timeline pending.
- Order revised from existing contract.
Growth Impact
- Strengthens order book.
- Improves revenue visibility.
- Supports long-term growth. | 2 877 |
| 15 | BALKRISHNA INDUSTRIES UPDATE
Q1 Business & FY30 Outlook
- Q1 tyre volumes hit record 93,770 MT.
- Volumes grew 16% YoY.
- OHT contributed ~90% of revenue.
- Carbon Black Phase-2 commissioned.
- Capacity increased to 360,000 MTPA.
- Entered Truck & Bus Radial segment.
- PCR tyre launch on track.
- Targets ₹23,000 crore revenue by FY30.
Growth Impact
- Capacity expansion supports growth.
- Product diversification widens opportunity.
- FY30 roadmap strengthens long-term outlook. | 2 739 |
| 16 | QUARTERLY RESULTS TODAY
Date: 30 July 2026
- Bajaj Finance Ltd
- Oriental Aromatics Ltd
- Chambal Fertilisers & Chemicals Ltd
- Exide Industries Ltd
- Gujarat Lease Financing Ltd
- LIC Housing Finance Ltd
- Vedanta Ltd
- Oil Country Tubular Ltd
- Thermax Ltd
- Torrent Pharmaceuticals Ltd
- Tata Steel Ltd
- Mahindra & Mahindra Ltd
- Deepak Fertilisers & Petrochemicals Corporation Ltd
- Walchand Peoplefirst Ltd
- Vardhman Textiles Ltd
- Siyaram Silk Mills Ltd
- Westlife Foodworld Ltd
- International Combustion India Ltd
- Gillette India Ltd
- Kush Industries Ltd
- Kamadgiri Fashion Ltd
- Saint-Gobain Sekurit India Ltd
- Jumbo Bag Ltd
- Maral Overseas Ltd
- Honda India Power Products Ltd
- Jai Mata Glass Ltd
- Kabra Extrusiontechnik Ltd
- Vinyl Chemicals (India) Ltd
- Aarti Industries Ltd
- Hester Biosciences Ltd
- Basant Agro Tech India Ltd
- Filatex India Ltd
- Privi Speciality Chemicals Ltd
- Saboo Sodium Chloro Ltd
- Epsom Properties Ltd
- Nucleus Software Exports Ltd
- Apollo Pipes Ltd
- Vertex Securities Ltd
- Ajanta Pharma Ltd
- Transport Corporation of India Ltd | 2 591 |
| 17 | Lohia Corp lists at ₹461 on the NSE, marking an 8.5% premium over its issue price of ₹425 per share | 2 026 |
| 18 | PRESTIGE ESTATES:
CO TO LAUNCH MANY PROJECTS IN UPCOMING TIME - TV INTERVIEW | 2 260 |
| 19 | Flipkart Introduces Pay Later Credit Offering - Bloomberg | 2 344 |
| 20 | Quess Corp Guidance
Management targets a healthy growth trajectory:
Headcount +10–13%
Revenue +13–15%
PAT +19–20%
Medium-term margin: 2.4–2.5% | 2 509 |
