Equity ka Funda by SMC
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Больше📈 Аналитический обзор Telegram-канала Equity ka Funda by SMC
Канал Equity ka Funda by SMC (@equitykafundabysmc) языкового сегмента Английский является активным участником. Сейчас сообщество объединяет 21 669 подписчиков, занимая 5 777 место в категории Экономика и финансы и 19 495 место в регионе Индия.
📊 Показатели аудитории и динамика
С момента создания невідомо проект демонстрирует стремительный рост, собрав аудиторию из 21 669 подписчиков.
Согласно последним данным от 24 июля, 2026, канал показывает стабильную активность. За последние 30 дней изменение числа участников составило -220, а за последние 24 часа — -15, при этом общий охват остаётся высоким.
- Статус верификации: Не верифицирован
- Уровень вовлечённости (ER): Средний показатель вовлечённости аудитории составляет 6.96%. В первые 24 часа после публикации контент обычно набирает 4.55% реакций от общего числа подписчиков.
- Охват публикаций: В среднем каждый пост получает 1 508 просмотров. В течение первых суток публикация набирает 987 просмотров.
- Реакции и взаимодействия: Аудитория активно поддерживает контент: среднее количество реакций на один пост — 2.
- Тематические интересы: Контент сосредоточен на ключевых темах, таких как crore, yoy, ebitda, margin, revenue.
📝 Описание и контентная политика
Автор описывает ресурс как площадку для выражения субъективного мнения:
“Get regular fundamental calls along with updates from our team of award winning research experts. 📊
This channel is for Educational & Learning purpose. Followers take their financial advisor assistance before taking any decision.”
Благодаря высокой частоте обновлений (последние данные получены 25 июля, 2026) канал поддерживает актуальность и высокий уровень охвата публикаций. Аналитика показывает, что аудитория активно взаимодействует с контентом, что делает его важной точкой влияния в категории Экономика и финансы.
21 669
Подписчики
-1524 часа
-447 дней
-22030 день
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| 06 июля | +1 | |||
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| 04 июля | +6 | |||
| 03 июля | +8 | |||
| 02 июля | +1 | |||
| 01 июля | 0 |
Посты канала
| 2 | Result Update - Bajaj Auto Ltd.pdf | 953 |
| 3 | Result Update - Ultratech Cement Ltd.pdf | 969 |
| 4 | Result Update - Jsw Steel Ltd.pdf | 973 |
| 5 | Result Update - JIO FINANCIAL SERVICES Ltd.pdf | 981 |
| 6 | Result Update - ICICI Bank Limited.pdf | 976 |
| 7 | 🇪🇺 ECB Interest Rate Decision | July 2026
Key Highlights:
✅ ECB kept key interest rates unchanged, adopting a wait-and-see stance following June's rate hike as energy price risks persist
✅ Deposit Facility Rate maintained at 2.25%, Main Refinancing Rate at 2.40%, and Marginal Lending Facility Rate at 2.65%
✅ Headline inflation eased to 2.8% in June 2026 (down from 3.2% in May), though energy shock effects are expected to keep inflation above target into the first half of 2027
✅ Outlook for energy prices currently stands close to the baseline of the June Eurosystem staff projections
✅ Economic growth expected to remain modest in the near term as energy shock uncertainties weigh on private consumption and investment
✅ Policymakers remain closely focused on potential indirect and second-round effects on wages, selling prices, and inflation expectations
✅ ECB reiterated a strictly data-dependent and meeting-by-meeting approach, explicitly without pre-committing to any rate path
Bottom Line:
✅ ECB paused rate adjustments to evaluate incoming data following elevated geopolitical uncertainty in the Middle East
✅ Risks to the inflation outlook remain tilted to the upside, while risks to the growth outlook remain to the downside
✅ Future policy actions will depend on incoming economic and financial data, underlying inflation dynamics, and the strength of monetary policy transmission | 1 302 |
| 8 |  Нет текста... | 1 124 |
| 9 | InterGlobe Aviation (IndiGo) Q1FY27 – Good revenue growth offset by higher fuel costs, forex losses and Middle East disruptions, leading to quarterly loss
• InterGlobe Aviation reported a mixed Q1FY27 performance with revenue from operations rising 19.9% YoY to ₹24,584 crore, driven by a 21.3% increase in yields and healthy passenger demand. Passenger traffic increased marginally to 31.3 million while capacity expanded 2.9% YoY. However, elevated fuel prices, adverse foreign exchange movements and disruptions in the Middle East significantly impacted profitability.
• Total income increased 18.9% YoY to ₹25,614 crore, supported by 23.0% growth in passenger ticket revenue and 13.9% growth in ancillary income. Revenue per Available Seat Kilometre (RASK) improved 16.5% YoY, reflecting strong pricing power despite a competitive aviation market.
• Total expenses surged 34.4% YoY to ₹25,853 crore, primarily due to an 85.7% jump in fuel costs. Consequently, CASK increased 32.6% YoY, compressing operating profitability despite disciplined cost control.
• EBITDAR declined 33.2% YoY to ₹3,833 crore, with margin contracting to 15.6% from 28.0% a year ago. The company reported a net loss of ₹238 crore compared to a profit of ₹2,176 crore in Q1FY26, largely due to fuel inflation and forex losses.
• Operational performance remained robust with a fleet of 432 aircraft, 99.9% technical dispatch reliability, 86.9% on-time performance and cash reserves of ₹52,885 crore, providing financial flexibility despite near-term headwinds.
• Management expects Q2FY27 capacity to remain broadly flat due to seasonal weakness and West Asia uncertainty but remains focused on cost discipline, network expansion and long-term value creation as demand fundamentals remain healthy. | 1 056 |
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| 12 |  Нет текста... | 906 |
| 13 | Infosys Ltd – Q1FY27 – Revenue growth remained modest, margins expanded, large deal wins stayed healthy but management maintained cautious outlook amid macro uncertainty
Quarter ended June 30, 2026
In USD:
Revenue at $5,082 million (+0.8% Q-o-Q / +2.8% Y-o-Y)
Operating profit at $1,072 million (+1.6% Q-o-Q / +4.3% Y-o-Y)
Operating margin (EBIT) at 21.1%, expanded 20 bps QoQ and 30 bps YoY
Net profit at $820 million (–10.9% Q-o-Q / +1.3% Y-o-Y)
In INR:
Revenue at ₹48,211 crore (+3.9% Q-o-Q / +14.0% Y-o-Y)
Operating profit at ₹10,163 crore (+4.3% Q-o-Q / +15.4% Y-o-Y)
EBIT margin at 21.1%, improved from 21.0% in Q4FY26
Net profit at ₹7,769 crore (–8.6% Q-o-Q / +12.2% Y-o-Y)
Clients:
2,027 active clients, with 155 gross client additions during the quarter.
1,026 clients contribute over US$1 million annually, while 333 clients generate over US$10 million in annual revenue.
85 clients contribute more than US$50 million annually, while 41 clients generate over US$100 million, reflecting stable relationships with large global enterprises.
People:
Total employee strength stood at 328,062.
Voluntary attrition increased slightly to 13.0% from 12.6% in the previous quarter.
Utilization (excluding trainees) improved to 84.9% from 83.0%, indicating better operational efficiency.
Deal Wins / Order Book:
Large deal TCV stood at US$3.6 billion, with 61% being net new, supported by AI-led transformation, cloud modernization and cost optimization engagements.
Management Commentary:
CEO & MD Salil Parekh highlighted that Infosys delivered resilient revenue growth and continued margin expansion despite an uncertain demand environment. AI-led transformation engagements now contribute 8.2% of revenue, while the company continues to witness strong client interest in generative AI, cloud modernization and digital transformation. Management remains focused on operational efficiency, disciplined execution and expanding AI capabilities. During the quarter, the Board also appointed Ashiss Kumar Dash as CEO Designate, ensuring a smooth leadership transition from April 2027. Recent acquisitions in healthcare and insurance technology are expected to strengthen Infosys' consulting-led digital capabilities and create long-term growth opportunities. Overall, management remains cautiously optimistic while closely monitoring macroeconomic conditions and discretionary technology spending. | 1 126 |
| 14 | Infosys Ltd – Q1FY27 – Revenue growth remained modest, margins expanded, large deal wins stayed healthy but management maintained cautious outlook amid macro uncertainty
Quarter ended June 30, 2026
In USD:
Revenue at $5,082 million (+0.8% Q-o-Q / +2.8% Y-o-Y)
Operating profit at $1,072 million (+1.6% Q-o-Q / +4.3% Y-o-Y)
Operating margin (EBIT) at 21.1%, expanded 20 bps QoQ and 30 bps YoY
Net profit at $820 million (–10.9% Q-o-Q / +1.3% Y-o-Y)
In INR:
Revenue at ₹48,211 crore (+3.9% Q-o-Q / +14.0% Y-o-Y)
Operating profit at ₹10,163 crore (+4.3% Q-o-Q / +15.4% Y-o-Y)
EBIT margin at 21.1%, improved from 21.0% in Q4FY26
Net profit at ₹7,769 crore (–8.6% Q-o-Q / +12.2% Y-o-Y)
Clients:
2,027 active clients, with 155 gross client additions during the quarter.
1,026 clients contribute over US$1 million annually, while 333 clients generate over US$10 million in annual revenue.
85 clients contribute more than US$50 million annually, while 41 clients generate over US$100 million, reflecting stable relationships with large global enterprises.
People:
Total employee strength stood at 328,062.
Voluntary attrition increased slightly to 13.0% from 12.6% in the previous quarter.
Utilization (excluding trainees) improved to 84.9% from 83.0%, indicating better operational efficiency.
Deal Wins / Order Book:
Large deal TCV stood at US$3.6 billion, with 61% being net new, supported by AI-led transformation, cloud modernization and cost optimization engagements.
Management Commentary:
CEO & MD Salil Parekh highlighted that Infosys delivered resilient revenue growth and continued margin expansion despite an uncertain demand environment. AI-led transformation engagements now contribute 8.2% of revenue, while the company continues to witness strong client interest in generative AI, cloud modernization and digital transformation. Management remains focused on operational efficiency, disciplined execution and expanding AI capabilities. During the quarter, the Board also appointed Ashiss Kumar Dash as CEO Designate, ensuring a smooth leadership transition from April 2027. Recent acquisitions in healthcare and insurance technology are expected to strengthen Infosys' consulting-led digital capabilities and create long-term growth opportunities. Overall, management remains cautiously optimistic while closely monitoring macroeconomic conditions and discretionary technology spending. | 1 012 |
| 15 | 🆓📈 Join Us for a Free Webinar on How to Master Intraday Options Trading in 5 Steps on 23rd July, 4:30 PM onwards. Join Now: https://us06web.zoom.us/j/89184317959 | 899 |
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| 18 |  Нет текста... | 990 |
| 19 | 💊 CIPLA LTD – Q1FY27 ANALYSIS 🏥✨ (Earnings below street expectations)
📉 KEY FINANCIAL HIGHLIGHTS
Revenue from Operations: ₹7,119 crore (⬆️ 2% YoY vs ₹6,957 crore)
EBITDA: ₹1,192 crore (⬇️ 33% YoY)
EBITDA Margin: 16.7% (Sharp contraction from 25.6% in Q1FY26)
Profit After Tax (PAT): ₹789 crore (⬇️ 39% YoY vs ₹1,298 crore)
⚠️ WHY DID MARGINS CRASH?
🇺🇸 North America Weakness: Lower top-line contribution & adverse product mix.
🔬 R&D Boost: Higher investments in research & development at ₹486 crore (⬆️ 12.3% YoY, 6.8% of sales).
🌍 GEOGRAPHIC & SEGMENT BREAKDOWN
🇮🇳 India Business (Record Performance!)
Revenue: ₹3,452 crore (⬆️ 12% YoY) — Highest-ever quarterly revenue! 🎉
Drivers: Branded prescription, trade generics & consumer health.
Portfolio: Chronic mix improved to 60.4%; strong market outperformance in respiratory, cardiology, anti-diabetes, and urology.
🇺🇸 North America (Primary Drag)
Revenue: ₹1,532 crore / $162M (⬇️ 21% YoY)
Silver Lining: Strengthened respiratory franchise with the launch of gVentolin, along with Nintedanib and Dapagliflozin.
🌍 One Africa
Revenue: ₹977 crore (⬆️ 12% YoY)
Strong prescription demand; South Africa private market held its #2 position.
🇪🇺 Emerging Markets & Europe
Revenue: ₹999 crore (⬆️ 16% YoY)
Strong performance across DTM and B2B channels with sustained profitability.
🧪 API & Others
Revenue: ₹160 crore (⬇️ 28% YoY)
Softness in API and non-core segments weighed on top-line growth.
🏦 BALANCE SHEET & CASH POSITION
💰 Net Cash Position: ₹9,494 crore
💳 Total Debt: ₹600 crore (Mostly lease liabilities & working capital)
Provides ample balance sheet flexibility for upcoming R&D and strategic investments!
🗣 MANAGEMENT OUTLOOK
"Management expects sequential recovery in North America driven by new launches and pipeline expansion. Core growth engines in India, Africa, and Emerging Markets remain strong while focus stays sharp on regulatory resolutions." 🚀 | 1 091 |
| 20 |  🆓🚀 Join Us for a Free Webinar on “How to Master Intraday Options Trading in 5 Steps” 📊
🕟 Date of Webinar: 23rd July 2026, 4:30 PM onwards
📲 Register Now: https://tinyurl.com/ywxcdrhb
🎁 Key Benefits of the Webinar:
👉 Trade with Structure, not Emotion
👉 How to Predict Market Trend
👉 Key Level Identification
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🎤 Speaker:
• Shitij Gandhi, AVP Equity Technical Research, SMC Global | 1 007 |
