اکنون در دسترس! پژوهش تلگرام ۲۰۲۵ — مهمترین بینشهای سال 
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پستهای کانال
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Research ideas shared with premium subscribers are being tracked as part of our ongoing coverage and analysis.
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| 2 | LTIMindtree: AI Growth Era Strategy
AI Transformation
- 1,500 digital employees deployed
- AI-led delivery model
- Outcome-based engagements
- Focus shifting to growth
Talent Initiatives
- AI1000 program launched
- 1,000+ AI engineers
- More fresher hiring
- Moderate lateral hiring
Digital Employees
- Assigned IDs and roles
- Human oversight maintained
- Performance tracked
- Underperformers replaced
Forward Deployed Engineers
- AI and domain experts
- Client-focused deployment
- Faster release cycles
- Higher productivity outcomes
Management View
- AI augments workforce
- Not a job replacement
- Productivity phase passed
- AI monetization next focus
Key Takeaway
- Betting on AI-led growth
- Human-AI collaboration model
- Workforce mix evolving
- Focus on revenue expansion | 536 |
| 3 | ✨ Premium Equity Circle
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• Equity Circle- https://superprofile.bio/vig/69e20c7cc7fd9600121b47df | 614 |
| 4 | Now Telegram is working | 651 |
| 5 | 🚨 Important Update for Our Community 🚨
Due to a temporary restriction on Telegram, we are shifting our updates to WhatsApp for the time being.
📢 All market updates, discussions, important announcements, and community interactions will continue in our WhatsApp group until the Telegram issue is resolved.
👉 Join the WhatsApp Channel Here:
[ Follow the VK's Trading Stocks channel on WhatsApp: https://whatsapp.com/channel/0029VanuODzEFeXgQpixWC1e]
Don’t miss any updates see you there🚀📈 | 1 094 |
| 6 | ☀️ India’s Solar Manufacturing Race is Heating Up
FY26 Solar Cell Manufacturing Capacity (GW):
- Waaree Solar – 5.4 GW
- Tata – 4.8 GW
- Adani – 4.0 GW
- Premier Energies – 3.3 GW
- FS India – 3.3 GW
- Emmvee – 2.9 GW
- ReNew – 2.5 GW
- Jupiter – 2.0 GW
- Evervolt – 1.1 GW
- Fujiyama Solar – 1.0 GW | 1 068 |
| 7 | Credit access gramin 🔥 🔥
Started Moving 🚀🚀
From 1314 to 1375 ✅✅ | 1 133 |
| 8 | #Nifty back to back 3 green candles
Now stay cautious on long side
Wait for some correction. | 1 116 |
| 9 | Inox Clean Energy Targets FY27 IPO
IPO Plans
• IPO Targeted In FY27
• Public Listing Under Review
• Market Conditions Monitored
• Regulatory Approvals Pending
Major Acquisition
• Acquired 6 GW Assets
• Vena Energy Portfolio
• Deal Value ₹6,000 Cr
• Platform Scale Expanded
Business Expansion
• Ten Acquisitions Completed
• Completed In Ten Months
• Rapid Capacity Growth
• Aggressive Expansion Strategy
Strategic Significance
• Strengthens Clean Energy Platform
• Expands Renewable Asset Base
• Enhances Integrated Offering
• Supports Long-Term Growth
Investor Interest
• Strategic Investors Interested
• Financial Investors Engaged
• Capital Raising Opportunities
• Market Interest Increasing
Capital Strategy
• Public Markets Preferred
• Supports Future Expansion
• Long-Term Capital Source
• Growth Funding Objective
Sector Tailwinds
• Renewable Energy Momentum
• Clean Infrastructure Growth
• Industry Consolidation Rising
• Capital Inflows Increasing
Key Takeaway
• FY27 IPO Back On Radar
• Scale Expanded Via Acquisition
• Strong Renewable Energy Tailwinds
• Positive Long-Term Growth Story | 1 704 |
| 10 | People who were aggressively recommending Rajesh Exports a few months ago are now quietly deleting their old tweets as allegations and governance concerns surface.
#Rajeshexports
This is exactly why investors should never buy a stock solely based on social media recommendations.
Before investing, always check:
• Promoter credibility
• Corporate governance track record
• Auditor remarks
• Cash flow quality
• Debt levels
When a stock goes up, everyone claims credit.
When things go wrong, many disappear.
Do your own research. Your capital, your responsibility.
Always prefer research and analysis from SEBI-registered Investment Advisers (RIA) or Research Analysts (RA) rather than blindly following social media tips. | 1 548 |
| 11 | RBI GOVERNOR SAYS WE HAVE NOT SOLD ANY GOLD
HOLDING HAS MARGINALLY RISEN | 1 445 |
| 12 | One slot is available for a one-on-one batch on Technical Analysis.
SEBI REGISTERED RESEARCH ANALYST
(Vishal Khapre)
If you are interested in learning, feel free to reach out to me
@VK1084_bot | 1 481 |
| 13 | Last Two sessions IT stocks up
Today Down by 4%
Stay away from IT sector atleast for the few days | 1 638 |
| 14 | 🚀 June Series Subscription Open
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https://tinyurl.com/39z2d34p | 559 |
| 15 |  *NSE Extends Trading Window from 3 August 2026*
The market is evolving ,and so are the trading hours.
⏰ F&O Market Closing Time Extended
3:30 PM ➝ 3:40 PM
📌 What's Changing?
* Introduction of a new Cash Market Closing Auction Session
* Additional 10 minutes for F&O participants to hedge positions
* Enhanced closing price discovery mechanism
* VWAP Closing Window revised to 3:10 PM – 3:40 PM
✔️ Market Opening Time remains unchanged
✔️ Trade Modification Window continues till 4:15 PM
The final 10 minutes may now carry greater significance for hedgers, institutions, and traders alike. Stay prepared. Stay disciplined. | 2 133 |
| 16 | Nifty sudden fall
Reason - MSCI REBALANCING | 1 813 |
| 17 | Asian Paints Limited Q4FY26 Results:-
Revenue 9246.70 Cr vs 8358.91 Cr
(+10.62% YoY┃+4.28% QoQ)
EBITDA 1786.61 Cr vs 1436.20 Cr
(+24.40% YoY ┃+0.32% QoQ)
EBITDA Margin 19.32% vs 17.18% YoY & 20.09% QoQ
PBT Ex-Exceptional Items 1614.12 Cr vs 1205.21 Cr
(+33.93% YoY┃-1.98% QoQ)
PAT 1185.49 Cr vs 700.83 Cr
(+69.16% YoY┃+10.39% QoQ)
PAT After Minority interest 1172.12 Cr vs 692.13 Cr
(+69.35% YoY┃+10.59% QoQ)
Other Income 171.37 Cr vs 99.85 Cr YoY & 161.00 Cr QoQ
Last Q3 Exceptional loss of 157.61 Cr
In Q4FY25 Exceptional loss of 182.96 Cr
Decorative Business (India) delivered strong volume growth of 12.4%, with value growth of 10.2% | 2 022 |
| 18 |  HBL - ₹1700 crore Kavach order
Fy27 game is beginning | 1 433 |
| 19 | Taiwan has overtaken India to become the world’s 5th largest stock market by market capitalization.
📊 Taiwan Market Cap: $4.95 Trillion
📊 India Market Cap: $4.92 Trillion
The rally has been largely driven by AI & semiconductor boom led by TSMC.
A strong reminder that in today’s world, technology leadership can reshape global financial rankings very quickly. | 1 415 |
| 20 |  🚨 One More Seat in Our Premium Group Has Been Booked! 📈🔥
Limited seats are filling fast as serious market participants continue joining our research-driven community.
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