MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS @companyupdate Channel on Telegram

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

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MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS (English)

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MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


PIRAMAL ENTERPRISES Q3 : CONS NET PROFIT AT 638.56CR V 2377CR LOSS (YOY), DOWN 76% (QOQ)

REVENUE DOWN 1 % AT 70CR (YOY) , UP 7% (QOQ)

EBITDA UP 24% AT 1445CR (YOY), UP 7 %(QOQ)

MARGINS AT 59.02 % V 47.02 % (YOY), 59.09% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


ARVIND SMART SPACES: Company to develop a mega industrial park in Ahmedabad spread over ~440 acre with a top-line potential of ~Rs. 1,350 crore

This Joint development project on NH47, Bavla-Bagodara Road is envisaged to be one of the largest industrial parks in Gujarat

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


PREMIER POLYFILM Q3 :SL NET PROFIT UP 58 % AT 6.67CR (YOY), DOWN 15 % (QOQ)

REVENUE UP 1 % AT 70CR (YOY) , DOWN 11% (QOQ)

EBITDA UP 39% AT 9.72CR (YOY), DOWN 10%(QOQ)

MARGINS AT 13.91 % V 10.13 % (YOY), 13.66 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


MAHARASHTRA SEAMLESS Q3 :CONS NET PROFIT DOWN 33% AT 186.06 CR (YOY), DOWN 15% (QOQ)

REVENUE DOWN 2% AT 1408.11CR (YOY) , UP 9% (QOQ)

EBITDA DOWN 24% AT 280CR (YOY), UP 21%(QOQ)

MARGINS 19.85% V 25.87% (YOY), 17.86% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


ORIENTAL RAIL INFRASTRUCTURE: COMPANY WINS ORDER RS 1.07CR

Order for Manufacturing and Supplying of :-
a) 25 Sets of ‘Seats and Berths’ for LHB SLR HOG coaches.

b) 5 sets of ‘Seats and Berths’ suitable with SS pillars for LHB AC2T coaches.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


COAL INDIA Q3 :CONS NET PROFIT DOWN 17% AT 8491 CR (YOY), UP 35% (QOQ)

REVENUE DOWN 1% AT 35780CR (YOY) , UP 31% (QOQ)

EBITDA DOWN 5% AT 12317CR (YOY), UP 136%(QOQ)

MARGINS 34.42% V 35.87% (YOY), 19.12% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


EQUINOX INDIA DEVELOPMENTS: Company Informed that Embassy Group Becomes New Promoter with 41.4% Controlling Stake & Mr. Jitendra Virwani, Appointed as Non-Executive Non-Independent Director.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:38


COAL INDIA ANNOUNCED RS 5.6 AS INTERIM DIVIDEND

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:31


SUPER RECOVERY IN CREDITACCESS, RECOVERED 22 % FROM LOWS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:31


CANARA BANK Says Gross NPA May Fall Below 3% By FY25 End

Do Not See Any Further Fall In NII

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:31


INFOSYS; Infosys and Street Child Unite to Enable Access to Quality Education in Ukraine with Digital Innovation

Establish seven Digital Learning Centers and create high-quality content for teachers and children, available through Infosys Springboard

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:31


WELSPUN SPECIALTY SOLUTIONS: COMPANY RAISED 350CR VIA RIGHTS ISSUE

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:31


ZOHO CORP: Sridhar Vembu steps down as CEO of the company & takes a new role as chief scientist & appoints Shailesh Kumar Davey as new group CEO

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:31


Rupee ends at 86.34/$ against Friday’s close of 86.21/$

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:27


AdaniTotalGas Q3Results: Volume rises 15% despite margin pressure

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:27


CANARA BANK Q3 CONCALL

Confident That Will Continue To Report Lower Slippages In Q4

Seeing Corporate Loan Demand From Infra, Manufacturing, Data Centre, Energy, Steel

Loan Upgradation, Recoveries Higher Than Slippages Slippages In Q4

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:27


MAZAGON DOCK; Sources Says Project-751 will soon get approval from DAC - ZEE BUSINESS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 12:27


The young guys know the rules, the old ones know the exceptions-Charlie Munger

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 09:31


JSW GROUP FORAYS INTO COPPER BUSINESS WITH RS 2600 CR INVESTMENT

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Jan, 09:25


IOC Q3 HIGHLIGHTS

GRM At $3.69/bbl Vs Est $6.20/bbl

Inventory Writeback Of ₹6,041 Cr In Q2 FY25

Exceptional Gain of ₹680 Cr in Q3 FY25 Vs ₹1,157 Cr In Q2 FY25

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:56


HDFC BANK Q3

NII AT 30,653 CR V 28471 CR YOY

OPERATING PROFIT UP 1 % TO 25000 CR QOQ

PROVISION UP 17 % TO 3153 CR QOQ

GROSS NPA AT 1.42 % V 1.36 % QOQ

NET NPA AT 0.46 % V 0.41 % QOQ

GROSS NPA UP 5 % TO 36018 CR QO

NET NPA UP 12 % TO 11,587 CR QOQ

PROVISIONS AT 3153 CR V EST 2987 CR

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:54


TATA COMM Q3

NET PROFIT AT 110 CR V 83 CR LOSS QOQ

REVENUE AT 5797 Cr V 5726 CR QOQ

EBITDA AT 1180 CR V 1128 CR QOQ

MARGINS AT 20.3 % V 19.7 % QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:48


Govt is not considering any structural changes in capital gains tax

Structural changes unlikely in capital gains tax for individuals and HNIs

Govt will preserve the basic framework of long-term and short-term capital gains tax

Proposed amendments to the Income Tax Act are aimed at further simplifying processes

The amendments are unlikely to alter the policies related to the taxation structure

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:44


WENDT Q3

NET PROFIT AT 8.2 CR V 9.6 CR YOY

REVENUE AT 53.4 CR V 54.4 CR YOY

EBITDA AT 11 CR V 13.4 CR YOY

MARGINS AT 20.6 % V 24.7 YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:42


HDFC BANK Q3 : NI AT 30,653 CR V 28471 CR YOY

OPERATING PROFIT UP 1 % TO 25000 CR QOQ

PROVISION UP 17 % TO 3153 CR QOQ

GROSS NPA AT 1.42 % V 1.36 % QOQ

NET NPA AT 0.46 % V 0.41 % QOQ

GROSS NPA UP 5 % TO 36018 CR QO

NET NPA UP 12 % TO 11,587 CR QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:42


HDFC BANK Q3

NET PROFIT AT 16736 CR V 16372 CR YOY

HDFC BANK

GNPA 1.42 VS 1.36

NNPA 0.46 VS 0.41

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:38


RICE STOCKS ; India's rice exports fell to 17.8 million tons in 2024 from 17.86 million tons in 2023, according to a government source.- FROM Agencies

Non-basmati rice exports dropped to 12.1 million tons in 2024 from 13 million tons in 2023, the source added.

Basmati rice exports in 2024 surged 16.3% year-on-year, reaching a record 5.7 million tons, the source said.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:35


Polycab India Limited || Q3 FY2025 Results Analysis

🔹 EBITDA: ₹720 crore
➤ (YoY: ₹570 crore, +26.32%; Estimates: ₹646 crore, beat by ₹74 crore)

🔹 EBITDA Margin: 13.78%
➤ (YoY: 13.10%, improvement of +68 bps; Estimates: 12%, beat by +178 bps)

🔹 Revenue from Operations: ₹6,260 crore
➤ (YoY: ₹5,726 crore, +9.32%)

🔹 Net Profit (PAT): ₹464.35 crore
➤ (YoY: ₹416 crore, +11.62%)

🔹 Overall Verdict: Excellent
➤ Polycab India delivered a standout performance, exceeding market estimates in EBITDA, PAT, and margins.

Analysis Notes:

🔹 Revenue Trends:
➤ Revenue grew 9.32% YoY, driven by sustained demand in wires and cables and steady growth in FMEG.

🔹 Profitability Performance:
➤ EBITDA growth of 26.32% YoY and margin expansion reflect efficient operations and favorable pricing strategies.
➤ PAT grew by 11.62% YoY, underpinned by higher operational income and cost management.

🔹 Segment Performance:
➤ Wires and Cables: Key revenue driver with robust contribution to profitability.
➤ FMEG: Demonstrated growth, diversifying revenue streams.

🔹 Market Beat:
➤ Surpassed estimates for EBITDA and margins, showcasing strong execution.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:34


Global News: China issues plan on promoting medium, long-term funds into market

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:31


NUVOCO VISTAS Q3

NET LOSS AT 61.5 CR V 30 CR PROFIT YOY

REVENUE AT 2409 CR V 2420 CR YOY

EBITDA AT 259 CR V 411 CR YOY

MARGINS AT 10.75 % V 16.9 % YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:31


TIPS MUSIC Q3 :

NET PROFIT AT 44.22 CR V 48.16 CR QOQ

REVENUE AT 77 CR V 80 CR QOQ

EBITDA AT 55.4 CR V 59.4 CR QOQ

MARGINS AT 71.4 % V 73.7 % QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:30


NIIT LEARNING Q3

NET PROFIT AT 62 CR V 56 CR YOY

REVENUE AT 418 CR V 391 CR YOY

EBITDA AT 91.5 CR V 90.5 CR YOY

MARGINS AT 21.9 % V 23 % YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:29


POLYCAB Q3 V ESTIMATES

NET PROFIT AT 465 CR V EST 450 CR

REVENUE AT 5225 CR V EST 5369 CR

EBITDA AT 721 CR V EST 646 CR

MARGINS AT 13.8 % V EST 12 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:29


POLYCAB Q3

NET PROFIT AT 457 CR V 413 CR YOY

REVENUE AT 5226 CR V 4304 CR YOY

EBITDA AT 720 CR V 570 CR YOY

MARGINS AT 13.8 v 13.1 % YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:24


Is India's Real Estate sector losing sheen?

Thoughts:
🏗Real Estate is a cyclical trend, usually a 7-year cycle. Since it picked up post Covid, we are already in the 5th year of it, indicating that it may be time for a structural slowdown.

🏗Q3FY25 numbers don't look very promsing.
Sobha Q3 update: Total Sales value Down 28.8% YoY
Oberoi Realty's pre-sales below street estimates.

🏗Heightened inflation, overall slowdown in urban consumption seem to be weighing on RE demand as well.

🏗Delay in regulatory approvals especially in Bangalore have caused some pressure on new launches.

🏗Demand for office spaces remains subdued due to the continued prevalence of hybrid work models.

🏗No outlook on rate cut by the RBI yet. Higher interest rates make home loans more expensive, which in turn dampens demand.

🏗Lastly, affordable housing finance cos continue to remain under pressure.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:10


NEGATIVE FOR AARTI INDUSTRIES

CHINA TO KEEP TARIFF ON O-DICHLOROBENZENE FROM JAPAN, INDIA

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:09


Company: Clean Science

Update Type: Acquisition 🛒

📦Acquired Company: Clean Fino-Chem Limited

💼Business Overview: Manufactures and sells specialty chemicals, wholly owned subsidiary.

📊Percentage Acquired: 100%

💰Total Consideration Paid: Rs. 64,88,99,966/-

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:09


Company: Metro Brands

Update Type: Important Company Update | Sentiment: Positive 🟢

Summary: Metro Brands reports 10% revenue growth in Q3 FY25, plans 225 new stores by FY26, and launched first Foot Locker in India.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Jan, 08:04


Sources Says India mulls lower tariffs, more imports to counter Trump threats - Etnow

India may buy more whiskey, steel, & oil from US & reduce import tariffs

India is also considering a limited trade deal with the US

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:24


ALLCARGO LOGISTICS: ALLCARGO SUPPLY CHAIN MONTHLY OPERATIONAL UPDATE SEEN A GROWTH OF 13%

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:24


Sources Says Govt May Announce Mega Battery Storage Plan In Budget - ETNOW

Mandatory For RE Developers To Set Up Battery Storage

All Renewable Projects To Include Battery Storage Capacity

Developers To Get Financial Support For Storage Project

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:19


CUMMINSIND; The Company received an Order-In-Original imposing a total demand of ₹13.29 crore, including differential customs duty, interest, penalties, and a redemption fine, for alleged incorrect duty concessions under Customs Notification 50/2017.

The differential duty and interest were paid before the notice, and the Company will appeal to CESTAT for penalty and fine withdrawal.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:19


MADHYA BHARAT Q3

NET PROFIT AT 17.9 Cr V 1.3 CR YOY

REVENUE AT 283 CR V 243 CR YOY

EBITDA AT 39.4 CR V 17.97 CR YOY

MARGINS AT 13.88 % V 7.37 % YOY

APPROVED UPTO RS 200 CR FUND RAISING VIA QIP

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:19


UK CPI YOY ACTUAL 2.5% (FORECAST 2.6%, PREVIOUS 2.6%)

UK CORE CPI YOY ACTUAL 3.2% (FORECAST 3.4%, PREVIOUS 3.5%)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:14


Renewable Stocks : Sources Says Proposal Involves Mandate To Renewable Energy Cos To Set Up Battery Storage Capacity - CNBCTV18

Proposal Seeks Financial Support For Battery Storage Projects, Transmission Infra

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:13


Welspun Corp 🚀

🤩 Signs MoU with Saudi Aramco
👉Had earlier announced 3,50,000 tpa greenfield LSAW pipe facility in Saudi Arabia which is of strategic importance

Additionally Welspun may benefit from Trumps focus on drilling & also if tariffs 🤩

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:13


HINDALCO; China’s Cap on Aluminum Capacity to Slow Output and Cut Exports

Prices of the lightweight metal could be poised to rebound

SMM says overseas sales could drop as much as 9% in 2025 - Bloomberg

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:11


Company: Infobeans Tech.

Update Type: Press Release 📰 | Sentiment: Positive 🟢

Summary: InfoBeans appoints Harmeet Bhatia as Chief Revenue Officer to drive growth.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:09


MAHARASHTRA SCOOTERS Q3 SL

NET PROFIT 33M RUPEES VS 10M (YOY)

EBITDA 41M RUPEES VS 12M (YOY)

EBITDA MARGIN 70.64% VS 19% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:07


MTNL; MTNL has defaulted in the Payment of Principal (Instalment) & Interest to the Union Bank of India ,Bank of India ,Punjab National Bank ,State Bank of India ,UCO Bank ,Punjab and Sind Bank , Indian Overseas Bank

Default On loan Worth Rs 8144 Cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:05


SMARTLINK; The NCLT Mumbai has approved the amalgamation of Smartlink Holdings Ltd. and Synegra EMS Ltd. on January 9, 2025.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:04


ORIENTHOT; ORIENTAL HOTEL Q3FY25

NET PROFIT AT 14.36 CR V 16.4 CR YOY

REVENUE AT 121 CR V 103 CR YOY

EBITDA AT 35.5 CR V 28.5 CR YOY

MARGINS AT 28.3 % V 27.95 % YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:03


SKYGOLD; Sky Gold expands its portfolio with orders in 18K gold, natural, and lab-grown diamond jewelry, complementing its 22K lightweight segment.

The company is also strengthening its Singapore distribution network to boost exports.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 08:01


PERSISTENT; Persistent Launches ContractAssIst Using Microsoft 365 Copilot to Streamline Contract Management

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 07:59


J KUMAR : The company has received a Letter of Award from NBCC (India) Ltd. for the Silicon City Phase-IV housing project in Noida, UP. The EPC contract, including operation and maintenance, is valued at ₹1,073.39 crore (inclusive of all taxes).

The price will adjust for GST rate changes as per government notifications.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 07:59


J KUMAR WINS RS 1073 CR ORDER

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 07:59


HUDCO: CO TO CONSIDER BORROWING PLAN INCREASE TO 550B RUPEES FOR FY24-25

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Jan, 06:08


ABFRL; Aditya Birla Fashion Ltd. announces USD 500 Mn equity raise through preferential issue and QIP

Fidelity Investments to participate in USD 275 Mn preferential issue along with promoters.

Promoter participation at ~18% premium to yesterday's closing price

Board also approves fund raise of USD 225 Mn through QIP

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 08:07


U.S. FDA classifies #BioconBiologics site in Johor Bahru, Malaysia as Voluntary Action Indicated

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:28


Waaree Energies - Acquisition of Power Producer

This company was suppose to be acquired by Waaree Renewable Technologies

Waaree Energies now may get into Power Production & ultimately to Green H2

Management knowing it after certain year lots oglf challenges happen in solar business so they start diversify from now onwards

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:23


Microsoft CEO, Satya Nadella, at an event in New Delhi, said that Microsoft will establish an AI centre of excellence, to train 5 lakh Indians under Govt of India's AI initiative

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:12


The electric vehicle race in the passenger car segment is all set to heat up in 2025. Mahindra, Maruti Suzuki, Hyundai, JSW-MGMotor & Tata Motors are all launching electric cars at the Auto Expo. Parikshit Luthra with more details

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


GRSE hands over West Bengal's first
Green Ferry 'Dheu' to Transport Department, marking a shift towards eco-friendly vessels.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


Sudarshan Pharma Industries to raise ₹188.34 crore through preferential allotment of equity shares to enhance business growth and operational capabilities.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


RBI has imposed fines and banned Bank of Baroda from onboarding customers onto the BoB World mobile application as of October 2023.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


Neville Noronha to step down as MD and CEO of Avenue Supermarts in January 2026; Anshul Asawa to succeed him.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


ICICI Direct reiterated a Buy rating for REC Ltd with a target price of Rs 550, citing stable loan book growth and focus on renewable energy projects.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


Mangalore Refinery and Petrochemicals Ltd launches new toluene production facility with an annual capacity of 40,000 tonnes, enhancing India's petrochemical capabilities.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


HUDCO achieves Excellent rating with 96 marks out of 100 for MoU performance with MoHUA for FY 2023-24.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 05:07


IRCON International commissions a 2×2500 kVA electrical substation at Santragachi Station, enhancing power supply and passenger experience.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


"It’s not about 70 or 90 hours at work. You can change the world in 10 hours," says @anandmahindra on 90-hour work week debate

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


DMART Q3 V ESTIMATES

PROFIT AT 723 CR V EST 800 CR

REVENUE AT 15,972 CR V EST 15,900 CR

EBITDA AT 1217 CR V EST 1280 CR

MARGINS AT 7.6 % V EST 8 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


MISSES ESTIMATES, ANOTHER DISAPPOINTING RESULT

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


DMART ; Appointment of Mr. Anshul Asawa as a Chief Executive Officer Designate and Senior Managerial Personnel of the Company with effect from 15th March
Copied from stockaajorkal telegram channel
Prior to joining DMart, he was associated with Procter & Gamble for 8 years and his last role was Unit Manager. He has 23 years of rich experience across multiple industries and has worked with companies like Gillette, VIP Luggage and Toyota (Oman).

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


Appointment of Mr. Hitesh Shah, Vice President-Category (FMCG) as Head-Pharma Business to oversee the pharmacy business, designated as Senior Management Personnel

Appointment of Mr. Rajeev Chandrasekharan, General Manager - DC as Head-Centre of Excellence to oversee the process audit function of the Company, designated as Senior Management Personnel;
Copied from stockaajorkal telegram channel
Change in role of Mr. Ashutosh Dhar as Head-Loss Prevention. Mr. Dhar shall not be considered as a Senior Management Personnel due to change in his reporting structur

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


Mr. Ignatius Navil Noronha will complete his current term of 5 years as the Managing Director of the Company on 31st January, 2026.

Mr. Asawa will succeed Mr. Ignatius Navil Noronha taking on full responsibilities as Managing Director & CEO with effect from 1st February, 2026

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


NOTE ; Mr. Anshul Asawa will be joining DMart after a 30-year long stint at Unilever where he had leadership roles overseeing the growth of product categories and developing impactful functions in India, Asia, and Europe.

He currently serves as Country Head of Unilever in Thailand and General Manager for the Home Care business unit in Greater Asia.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

12 Jan, 03:59


MARGIN PRESSURE

Stock gains unlikely to sustain as valuations remain excessive at 85X PE. Earnings have now disappointed for several quarters at a stretch

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:38


TARIL MD COMMENTS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:38


TARIL CHAIRMAN COMMENTS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:37


TARIL ORDERBOOK AT THE END OF Q3FY25

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:33


TRANSFORMER & RECT ( TARIL ) Q3FY25

NET PROFIT AT 50.5 CR VS 13.4 CR YOY, Q2 46 CR

REVENUE AT 550 CR VS 365 CR YOY, Q2 462 CR

EBITDA AT 78.2 CR VS 34.7 CR YOY, Q2 69 CR

MARGINS AT 14.3 % VS 9.5 %, Q2 15%

---------------------------
TRANSFORMER & RECTIFIER MD Says Successfully completed 500MVA short circuit test

Q3 New Order At 631 Cr V 1031 Cr In Q2 , Down 39 % QOQ

Unexecuted Order At 3686 Cr , Up 5 % QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:18


ADANI PORTS

APSEZ Enters Top 10 List in 2024 S&P Global Corporate Sustainability Assessment Rankings

APSEZ enters the Global Top 10 among transportation and transportation infrastructure companies, up from the Top 15 last year.

APSEZ ranks in the 97th percentile within its sector

APSEZ is the only Indian company in the global Top 10 of its industry.

Retained the #1 rank in the Environment dimension for the second year in a row.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:16


INSURANCE STOCKS

Insurance cos have shared their views about Goods and Services Tax rates with IRDAI - ETNOW

Insurers in consensus to pass benefits from tax cuts to policyholders

Insurers ready to pass such benefit after adjusting input tax credit

Industry in favor of 12% GST cap along with input tax credit benefit for health insurance premiums

Input tax credit lowers tax liability through a levy offset mechanism

Insurers keen on GST cut, but not a full tax exemption

Current Goods and Services Tax rate on insurance premiums at 18%

Authorities raised ₹8,000 cr as GST revenue from health insurance premiums in FY24

Group of Ministers recently recommended exempting health insurance premiums for senior citizens

Ministerial panel suggested health insurance of up to 5 lk for tax exemption plan

GoM recommended exempting tax on premiums for individual term life insurance policies

FM Nirmala Sitharaman said IRDAI to provide key inputs on GST tweaks In Dec GST Council meeting

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:15


ITCONS WINS RS 4 CR ORDER

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:14


AFCONS INFRA RECEIVED 1084 CR ORDER ( INCLUDING GST )

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:14


DIXON TECH

Foxconn, Dixon Urge India to Pay Pending Production Subsidies - BLOOMBERG

Firms see themselves as being entitled for billions of rupees

Government is reviewing companies' request for more

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:11


Elara Capital Says Telangana contributes 15-20% to UBL’s volumes, 50-60% market share in Telangana. Receivables from Telangana not officially known, but could be ₹500-700 cr - CNBCTV18

Note: UBL Had Total Trade Receivables Of ₹2,434 Cr In Balance Sheet As On Sept 30, 2024

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:09


TEMBO GLOBAL Bags Rs 40 Cr Order

Company secures a domestic water irrigation order worth ₹40.73 crore.

Time Period: 12 months

@companyupdate

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:07


TRANSFORMER & RECTIFIER Q3

Q3 New Order At 631 Cr V 1031 Cr In Q2 , Down 39 % QOQ

Unexecuted Order At 3686 Cr , Up 5 % QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:07


TRANSFORMER & RECTIFIER MD Says Successfully completed 500MVA short circuit test

New Orders during the quarter-631 Crores

Highest MVA tested in a single month "Dec2024-3954 MVA

Highest number of units tested in a single month ie. Dec2024

Revenue target for current Financial Year remains intact

Order Book Positioning at the end of Q3FY25 at 3686 Cr

Successfully conducted a Short Circuit Test of 500MVA Transformer

19,000+ crore Inquiries under Negotiation

@companyupdate

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:07


TRANSFORMER & RECTIFIER CHAIRMAN Says Acquired controlling stake in a CRGO processing unit, making 100% hackward integrated. Also, entered into supply agreement for mother coil. CRGO contributes around 30-35% of the total raw material in a transformer.

Order booking for new capacity expansion from Q4 FY25.

PGCIL approval process initiated for new fully automated radiator facility.

Technology agreement for three critical components, a step ahead in backward integration journey. Expected to be operational by December 2025

Journey towards US$ 1 Billion Revenue in next 3 Financial Years.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:05


TRANSFORMER & RECT Q3

NET PROFIT AT 50.5 CR V 13.4 CR YOY

REVENUE AT 550 CR V 365 CR YOY

EBITDA AT 78.2 CR V 34.7 CR YOY

MARGINS AT 14.3 % V 9.5 %

APPROVED 1:1 BONUS ISSUE

ALSO APPROVED UPTO RS 750 CR FUND RAISING VIA QIP

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:04


TRANSFORMER & RECTIFIER; APPROVED 1:1 BONUS ISSUE

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:04


UBL ; The company has suspended beer supply to Telangana Beverages Corporation Limited (TGBCL) due to unpaid dues and no price revision since 2019, leading to unviable operations.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Jan, 10:03


SUVEN LIFESCIENCE : Suven Life Sciences Announces First Subjects Dosed in Phase-1 Clinical Trial of SUVN-I6107, a True Muscarinic M1 Positive Allosteric Modulator (M1 PAM) for the Treatment of Cognitive Disorders.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:09


TOTAL ORDER BOOK MORE THAN 42,000 CR

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:05


KEC INTERNATION SECURE ORDER 1097 CR

YTD ORDER INFLOW 19500 CR

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:03


IDFC First Bank Q3 Update

Total Business Up 25.2% YoY At ₹4.58 Lk Cr Vs ₹3.65 Lk Cr

CASA Deposits Up 32.3% YoY At ₹1.13 Lk Cr Vs ₹85,492 Cr

Customer Deposits Up 28.8% YoY At ₹2.27 LK Cr Vs ₹1.76 Lk Cr

CASA Ratio At 47.8% Vs 46.8% YoY & Vs 48.9% QoQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:03


WELSPUN ENT ; Mr. Saurin Patel, MD of Welspun Michigan Engineers Limited, will lead the newly integrated Water Vertical, overseeing current and future projects and driving innovation.

Mr. Yogen Lal, former CEO of the Water Vertical, will head Strategy and Business Development for the Water Vertical, reporting to Mr. Patel.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:02


TVS MOTORS: CO TO CONSIDER Q3 RESULTS ON JAN 28

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:02


BIOCON: CO TO CONSIDER Q3 RESULTS ON JAN 30

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:02


Company: Wanbury

Update Type: Press Release 📰 | Sentiment: Positive 🟢

Summary: Wanbury Limited successfully completed the ANVISA audit at its Tanuku plant, enabling optimized operations and increased sales momentum due to a robust order book.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:01


Ministry of Corporate Affairs approves merger between Lanco Teesta Hydro Power & NHPC

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:01


EPL: BLACKSTONE ROPES IN MORGAN STANLEY FOR SALE OF CONTROLLING STAKE IN CO - MC

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 10:00


SOMI CONVEYOR BELTINGS: CO WINS ORDER WORTH 1,242 LAKH RUPEES || MCAP 234 CR

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:59


Business growth 25% and Deposit growth at 28.8%

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:59


IDFC FIRST BUSINESS UPDATE Q3

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:24


With these orders, YTD order intake now stands at over Rs.19,500 crores, reflecting a remarkable growth of ~70% vis-à-vis last year,

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:24


KEC wins Orders of Rs. 1,097 crores in the International T&D Business

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:24


Q3 Business Update - #REC: Total loan disbursed up 18% at Rs 54,692 crore vs Rs 46,358 crore year-on-year.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:24


NSE Says Have Achieved Highest Numbers Of IPOs Within Asia In 2024

Highest Equity Capital Raised In Primary Market Globally In Calendar Year 2024

2024 Saw 268 Successful IPOs Raising ₹1.67 Lakh Crore

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:24


SURANA TELECOM ; Board approved the sale of the Munipally Solar Power Project to Reddy Pharmaceuticals for ₹33.3 crores, pending shareholder approval via postal ballot on January 31, 2025.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

03 Jan, 09:24


NIFTY : MUTED RETURNS IN 25 SAYS CLSA ANALYST

CLSA's Vikash Jain predicts muted Nifty returns in 2025 due to global risks and India's growth slowdown.

They favor affordable consumption, adding Tata Motors, NTPC, Nestle, and Britannia to their portfolio while reducing exposure to banks.

Overweights include commodities and insurance; underweights include IT, discretionary, industrials, and healthcare.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


DIXON TECHNOLOGIES: CO UNIT DIXON ELECTRO MANUFACTURING SIGNS MOU WITH CELLECOR GADGETS FOR MANUFACTURING OF REFRIGERATORS AND ITS RELATED COMPONENTS FOR CELLECOR

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


KEMISTAR CORP ; Reliance Industries Limited has agreed to supply Used/Waste Solar Panel and E-waste to K P International Private Limited,Wholly owned subsidiary of the Company for further recycling process.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


FINANCE MINISTRY NOV ECONOMIC REVIEW

Overseas Inflows Into India Expected To Gain Momentum

India's real GDP increased by 5.4 per cent in Q2 of FY25, leading to a 6 per cent growth in H1 of FY25.

Early signs of a rebound in capital formation are evident in H2 of FY25, with the Union Government's capital expenditure on the rise.

Agricultural growth in Q2 of FY25 was supported by strong kharif production, favourable monsoon conditions, and sufficient reservoir levels.

In November 2024, inflation pressures eased to 5.5 per cent, as food and core inflation dropped.

Lower international crude oil prices positively affected domestic inflation, though high global edible oil prices remain a risk.

India increased its foreign exchange reserves by $6.4 billion during FY25 (as on13th Dec. 2024) due to stable capital inflows.

The outlook for Q3 of FY25 appears bright, as reflected in the performance of High Frequency Indicators for October and November 2024.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


Sterling Holiday Resorts opens Sterling Bagh Ranthambore, its 10th wildlife resort and 7th in Rajasthan, offering a blend of jungle beauty, comfort, cultural immersion, and curated experiences in Sawai Madhopur.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


GUJARAT FLUOROCHEMICALS: CO APPROVES SLUMP SALE OF POWER UNDERTAKING FOR 2 BILLION RUPEES || CO APPROVES 400 MILLION RUPEES INVESTMENT IN IGREL MAHIDAD

CO APPROVES 2 BILLION RUPEES INVESTMENT FOR 26% STAKE IN FLURRY WIND ENERGY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


RENAISSANCE GLOBAL: CO APPROVES ADDITIONAL INVESTMENT UPTO 900 MILLION RUPEES IN VJFZCO

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:29


ROSE MERC: CO ACQUIRES 30.07% STAKE IN EMIRATES HOLDING FZ LLC

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


ROSE MERC ; Rose Merc Limited acquires a 30.07% stake in Emirates Holding FZ LLC, boosting its presence in the GCC region and expanding business opportunities.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


AZAD ENGINEERING: Board Meet On 3 Jan To consider Fund Raising Via Equity

To consider and recommend the appointment of Mr. Murali Krishna Bhupatiraju as the Managing Director[executive, professional).

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


Rose Merc Limited acquires a 30.07% stake in Emirates Holding FZ LLC, strengthening its presence in the GCC region and expanding business opportunities.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


Pradeep Phosphate provides an update on its Urea plant in Goa:

Ammonia and Urea plants have resumed production.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


DIXON ; DIXON ’s WHOLLY OWNED SUBSIDIARY- DIXON ELECTRO MANUFACTURING AND CELLECOR GADGETS SIGNS MOU FOR MANUFACTURING OF REFRIGERATORS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


RBI REPORT ON TRENDS & PROGRESS OF BANKING

Banks' gross NPA ratio reached its lowest level in 13 years at 2.7% as of March 2024

Bank capital ratios remained satisfactory

NBFCs saw strong credit growth, strong balance sheets, better asset quality and profitability

36 lenders, including various banks and NBFCs have been onboarded

Based on the learnings and stakeholder feedback, scope and coverage of the platform is being expanded

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


RBL BANK ; The Bank sold 57,71,000 equity shares (8.16%) of DAM Capital in an offer for sale, following an earlier sale of 10,60,000 shares (1.50%) in the secondary market.

After these transactions, the Bank no longer holds shares in DAM Capital.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


NDTV : New Delhi Television Limited's Board approved increasing its ownership in NDTV subsidiaries by purchasing shares from minority shareholders at fair market value, as part of its goal to consolidate control.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 14:09


Fin Min Monthly Eco Review (Agencies) ⬇️

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Dec, 13:28


INTERGLOBE AVIATION; IndiGo is considering advancing its aircraft rental agreements to as early as February next year - NDTV PROFIT

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 07:31


KNOWLEDGE MARINE ; APPROVED STOCK SPLIT OF 1 SHARE INTO 2 SHARES

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 07:10


#KMEW: Knowledge Marine approved stock-split in the ratio 1:2

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 07:10


🏭 BPCL Approves ₹6,100 Cr Greenfield Refinery Project

🔹Location: East Coast, Andhra Pradesh

Project includes:
🔹Land acquisition & feasibility studies.
🔹Environmental impact assessment.
🔹Basic design & engineering work.
🔹Aiming for enhanced refining & petrochemical capacity.

#BPCL #RefineryProject #EnergySector #InfrastructureDevelopment

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 07:10


💊 Akums Signs Long-Term Agreement with Global Pharma Giant!

🔹Scope: Manufacturing & supplying oral liquid formulations for the European market.

🔹Deal Value: €200M (₹1,760 Cr) over 2027-2032.

🔹Upfront Payment: €100M (₹880 Cr).

🔹Strengthens Akums’ position in global CDMO markets with EU-approved facilities.

#Akums #Pharma #CDMO #GlobalExpansion #HealthcareInnovation

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:30


Company: UNO Minda

Update Type: Board Meeting Outcome

Summary: Board approved INR 150 crores fundraising via NCDs; issuance for Series I and II on BSE, crucial for liquidity.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:30


Company: Eco Recycling

Update Type: Board Meeting Outcome

Summary: Board approved raising INR 500 Crore via equity shares through QIP, forming a fund-raising committee.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:29


Company: Shakti Pumps (I)

Update Type: Major Shareholder Transaction

Summary: Shakti Brothers Trust bought 4000 shares via open market

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:29


Company: Lloyds Metals&Energy

Update Type: Important Company Update

Summary: Lloyds Metals is acquiring Thriveni's MDO business for INR70 crores; the deal includes enterprise valuation at INR4,952 crores, with a potential saving of INR500 per ton for Lloyds. Thriveni's combined business includes 71 million tons of contracts across India and Indonesia

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:27


GULF OIL LUBRICANT: CO ANNOUNCES PATNERSHIP WITH NAYARA ENERGY

TO SELL GULF OIL PRODUCTS ACROSS 6000 PETROL STATIONS OF NAYARA

GULF OIL LUBRICANT: CO TEAMS UP WITH NAYARA ENERGY TO BRING PREMIUM AUTOMOTIVE LUBRICANTS AND ADBLUE TO 6500+ FUEL STATIONS NATIONWIDE

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:22


AmberEnterprises looking to demerge electronics division, will float #IPO of electronics biz post demerger:

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:22


US equites are expecting a growth of 15%

Positive outlook for financials & IT in 2025. Remain positive on Gold

-Samir Arora, Helios Capital

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:17


TARA CHAND ; “Tara Chand InfraLogistic Solutions Limited” has completed the purchase of 4 new cranes With Total 1170 MT Capacity from Zoomlion India under the Annual Purchase Plan in the current month

With the delivery of these cranes, the company has completed a Capex of Rs. 131.44 Crores (approx., unaudited) till date in the Financial Year 2024-25.

The new cranes are being deployed for execution of orders under Segment A (Construction Equipment Rentals) and will help further strengthen the company’s foothold in the Renewable Energy and Cement sectors.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:17


FY26 will be a challenging year, banks are at 1.5-2x p/b

Like HUDCO, ICICIPru, UnitedSpirits, Westlife, ChaletHotels, HAL, BEML & LTIMindtree

-Rahul Arora, Nirmal Bang

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:12


‘Quick auction of #gold is an injustice to the customer; We prefer giving customers time to repay. Auctions are the last resort’ George Alexander Muthoot weighs in on RBI’s nudge to gold loan NBFCs

Expects Muthoot Finance’s NPAs to remain around 4% in FY25. Says microfinance is going through a rough patch and the pain may last another 2 quarters

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:10


Berger Paints Management Says Volume & value growth slightly weaker than expected in Q3

Sticking To 15-17% Margin Guidance

Will look into inorganic growth if there are any opportunity

Impact Of Price Decrease Will Go Away From January

Overall market share at 19-20%

Competition has been always there in paint industry

Not Worried About Macros As Of Now

Have set up a separate team to focus on urban areas - ETNOW

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:07


*POSITIVE FOR INDUS TOWER*
*AVENDUS SPARK ON INDUS TOWER*
Maintain ‘BUY’ on INDUSTOW with TP of Rs 560/sh
Discount war between Indus and Altius NOT GOING TO play out (_Important as per industry players_)
VIL spent Rs ~21bn of capex in 1H-FY25 (vs Rs ~19/23bn in FY24/23) and guided another Rs ~80bn in 2H.
BSNL roll outs TO be a dark horse
BSNL seeks to add 40k sites (of this, 20k ordered already) to improve coverage/capacity - INDUS Tower Beneficiary

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:06


VAHAN DATA ( 1- 24 DEC) YOY

Total Vehicles Down 15.26% To 13.87 Lk

2-Wheelers Down 20 % To 9.56 Lk

PVs (LMV) Down 0.5 % To 27.58 Lk

CVs (LGV + HGV) Down 9 % To 51,094

3-Wheelers Down 7 % To 71,275

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 06:06


Nirmal Bang Says FY26 Will Be A Challenging Year, Banks Are At 1.5-2x P/B - CNBCTV18

Biggest Overweight Is BFSI

Will Completely Avoid Consumer Staples

Capital Goods & Manufacturing Will Do Well, Albeit Valuations Are High

China+1 Theme Has Played In A Limited Way

Market Was Overheated At 26,500-27,000

Like HUDCO, ICICI Pru, United Spirits, Westlife, Chalet Hotels, HAL, BEML & LTIMindtree

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 05:57


BPCL board approves pre project activities for ₹6,100 cr complex: Agencies

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Dec, 04:12


Vehicle registration did see a minor pick-up in last one week, but overall it remains lower year-on-year. And, amongst all the segments; 2-wheeler remains the biggest underperformer, registration in December 2024 so far, is down 20% YoY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 10:09


ASTER DM ; Sources Says Deal Imminent Between Aster DM Healthcare & Blackstone Owned CARE Hospitals - CNBCTV18

A new entity to be created in which Blackstone will hold 34%, TPG will hold 11% & Moopen family will hold 23%

Aster DM & Blackstone looking at a share swap to conclude this deal

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 10:09


PVP VENTURES; The company approved acquiring 52 % Stake in Biohygea Global Pvt. Ltd., Chennai, to expand in healthcare For Rs 7 Cr

The board also approved the Share Purchase and Shareholders Agreement for the transaction.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 10:06


TIGER LOGISTICS; Tiger Logistics Strengthens Position with Renewed Government Partnerships for International Freight Handling

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 10:06


Over ₹80,000 crore wiped out after Nifty slips 400 points toda

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 09:24


EMAMI REALTY ; New planned development of 22 mln sq. ft (Residential 19 mln sq.ft and commercial 3 million sq.ft.) having revenue potential of Rs. 15,000 cr

Total Estimated Investment – Rs 10,000 cr approx. (Rs. 4,500 cr would be allocated for various residential and commercial projects in Bengal and remaining 5,500 cr will be used to develop realty projects in UP, Jharkhand, Odisha and Tamil Nadu)

Residential Project – Rs 9,000 Cr approx.

Commercial Project – Rs 1,000 Cr approx.

■ Future Projects in Residential & Commercial Sectors in Bengal
1) Emami Aamod, James Long Sarani
2) Joka
3) 13 Station Road, Liluah
4) Konnagar
5) 327, 384 Motilal Gupta Road
6) Basanti Cottin Mill, 115 B.T. Road

■ Future Projects in Residential & Commercial Sectors outside Bengal
1) Emami Tejomaya Ph II, Chennai
2) Emami Miraai - Sipcot, Chennai
3) Buda – Jhansi
4) Govindpur
5) Raghunathpur Jali

■ Current On-going Projects in Bengal
1) Emami Aastha, Joka
2) Emami Business Bay, Sector V

■ Current On-going Projects outside Bengal
1) Emami Nature, Jhansi
2) Emami Aerocity, Coimbatore

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 09:24


INSURANCE STOCKS ; Sources Says No directive given to insurers on bank assurance business capping - ETNOW

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 09:24


Sources Says Govt asks ministries to expedite spending on key infrastructure projects

Ministries such as Railways, Road, Telecom, Power, Coal, Hsg have instructed to accelerate spending

Govt also reviews over 1,700 key central-sector infrastructure projects

Capex Likely To Reach 90-95% Of Target During FY25
Copied from stockaajorkal telegram channel
Will Be Higher Than Last Year In Absolute Terms

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 09:23


Bancassurance is a partnership between banks and insurance companies, allowing banks to sell insurance products to their customers.

This arrangement benefits banks by generating additional revenue and enhancing customer loyalty, while insurance companies gain access to a broader market without expanding their sales force.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 09:23


AU Small Finance Bank enters into a strategic bancassurance partnership with Bharti AXA Life Insurance

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 09:23


Abbott India ; Co. Launches 14 Valent Pneumococcal Conjugate Vaccine (PCV-14) That Offers Broadest Protection For Children Against Pneumococcal Bacterial Infections.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:29


MANDEEP AUTO : Co. has successfully installed 4 machines from today i.e. 28th November, 2024 in its production facility.

The EIFCO CNC Brand Machine (2 units) installed with Ring Loader Automation Machine element (2 units).

Co. Says this development will help in meeting the growing demands of our products in the market and further strengthen our competitive position

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:24


SERVOTECH POWER : Servotech Secures 5.6 MW On-Grid Rooftop Solar Power Plant Project from UREDA

The order valued at Rs. 30.2 crores will act as a major push in building a solar powered state, overall, bringing India closer to becoming a solar powered nation.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:22


SPRIGHT AGRO ; Spright Agro Limited Expands Horizons with Planned Land Acquisition for Contract Farming

This planned acquisition aligns with Spright Agro Limited's vision to strengthen its market presence and maintain its position as a leader in the field.

The anticipated expansion is expected to boost the company's overall revenue by approximately 10- 15%, reflecting proportionate growth in net revenue for the financial year

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:18


GODREJ IND Chairman Says Godrej & Boyce Has Always Been A Closely Held Unlisted Company

Have Not Felt The Need To List - NDTV PROFIT

Going Forward We Cannot Rule Out Listing

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:17


NECTAR LIFESCIENCES ; GDRs have been canceled, converted to equity shares, and delisted from LuxSE as of November 28, 2024. No GDRs remain with Deutsche Bank Trust Company Americas

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:14


TILAKNAGAR IND
- Launches Luxury Brandy Monarch Legacy Edition
- Priced at 6750 in Maharashtra
 
Co Says:
- See a gap in the luxury brandy
- Double-digit growth in H2 
- Target 1600-1700 Cr rev in FY25 
 
TN growth key: 50% of India’s Brandy Market

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:13


Jefferies on Zomato’s District App

Did you know?

Taylor Swift’s ‘The Eras' Tour is said to have brought in $1.9 billion for Swift—a record for any tour—and may have boosted the US economy overall by US$4.6bn.

Tickets of Coldplay's concerts are being sold for as much as 50-60x of original price on ticket resale platforms.

Lollapalooza, a globally renowned music festival, debuted in India in 2023, making India only the eighth country to host it.

Over 95% of all dining-out visits in India are walk-ins i.e. without prior reservations.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:11


THOMAS COOK ; Sterling Launches Upscale Boutique Resort in Wayanad – Sterling Lontano Waterfront

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:09


ANGEL ONE: SEBI has granted registration to Angel One Investment Managers & Advisors Private Limited, a wholly owned step-down subsidiary of Angel One Limited, to act as a Portfolio Manager and render Portfolio Management Services effective November 27, 2024

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

28 Nov, 08:06


Two big updates for the day

1. LIC eyeing stake in health insurance company Manipal Cigna.
2. Vardhman Textiles approved ₹350 crore capex for its Budhni plant in MP.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:13


https://m.economictimes.com/markets/bonds/vedanta-pauses-bond-sale-plans-after-adani-market-volatility/articleshow/115522711.cms

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


Ola Electric undertakes restructuring exercise, 500 employees to be impacted - MC

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


Ola Electric Plans Layoff

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


PFC ; Special Purpose Vchicle (SPV) Company has been incorporated as a wholly owned subsidiary of PFC Consulting Limited (PFCCL) (a wholly owned subsidiary of Power Finance Corporation Limited (PFC)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


ECB'S STOURNARAS: TRADE TARIFFS LIKELY ARE TO PROVOKE A RESPONSE.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


Rupee Weakens To Record Low Of 84.5 Against The US Dollar

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


DHRUV CONSULTANCY; WINS RS 2.2 CR ORDER FROM NHAI

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


LTIMINDTREE; LIC BUYS ADDITIONAL. 201 % STAKE BETWEEN 20 MARCH - 19 NOV 2024

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


Sources says Ola Electric Is Laying Off Close To 500 Employees - CNBC-TV18

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 10:12


LIC BUYS ADDITIONAL 0.05 % STAKE IN LTIMINDTREE BETWEEN 1 OCT-19 NOV

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 09:37


TVS MOTORS; TVS Motor Company launches the all-new TVS iQube 2.2 kWh variant in Nepal

Nepal’s favourite EV, the TVS iQube, is now available in three variants,

TVS iQube has completed over 15 lakh kilometer on the roads of Nepal in just over 12 months.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 09:25


NATCO has filed an ANDA with a paragraph IV certification for the generic version of EVRYSDI® (Risdiplam) 0.75 mg/mL oral solution with the FDA.

The company believes it is among the first two filers and may qualify for 180 days of shared exclusivity. Genentech and partners have sued NATCO in a New Jersey court.

EVRYSDI® has recorded sales of USD 571 million in the US market for the year 2023*.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

21 Nov, 09:24


MARCO CABLE ; WINS RS 10.43 CR ORDER

Co. Got two purchase order received from reputed client of cable Industry for supply of L.T. Aerial bunched cable. Total order value is Rs. 10,43,20,260/- Inclusive of all taxes.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 02:37


Exports - Dull Phase ahead

Focus on Domestic Themes

The Chief Economic Advisor (CEA), V Anantha Nageswaran, warns against relying heavily on exports as an economic growth engine amid global trade slowdown.

Factors like U.S. tariffs, challenges in the European Union and China, and overall global trade uncertainty contribute to the difficulty.

The Trump administration's tariffs are creating headwinds for global trade.

Trade tensions and recalibrations mean exports will not be the most effective growth driver for India in the short term. The focus should shift to domestic economic activities.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 02:33


Consumer Electronics - Big Shortage of air conditioners and refrigerators by mid-2025

Mandatory for manufacturers of ACs, refrigerators, and components to meet government standards and obtain the ISI mark.

The BIS decision aims to promote local manufacturing and prevent Chinese imports from flooding the Indian market.

Critical components include sheet metals, copper tubes, compressors, advanced electronics, and motors.

Approximately 85% of AC compressors and 70-75% of refrigerator components are still imported.

Local production is unable to fully replace imported components due to limited capacity and higher costs.

A leading multinational manufacturer is reportedly transferring component production to India from other subsidiaries.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 02:31


Banks - Asset quality declines

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:52


Consumption -Slowdown - Low income most impacted

Persistent inflation and economic pressures are impacting urban consumer demand.

Discretionary spending is declining, forcing companies to compete harder for consumers' share of wallet.

Beauty, wearables, logistics, and e-commerce companies are among the worst-hit sectors.

The slowdown is particularly pronounced among urban households earning ₹5–10 lakh per annum.

High inflation rates are prompting consumers to delay or cancel discretionary spending.

The broader consumption slowdown is expected to persist, affecting other sectors.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:51


Zomato - Food segment to grow at 30% over next 5 years

Zomato expects its food delivery business to grow at an annual rate of 30% over the next five years.

Zomato's food delivery business accounts for 58% of the market share.

#Zomato

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:51


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MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:49


British Prime Minister Keir Starmer's office made the announcement following his bilateral meeting with Prime Minister Narendra Modi on the sidelines of the G20 Summit in Brazil on Monday, saying a new trade deal with India would "support jobs and prosperity".

“We are delighted that the FTA negotiations will re-start early next year. This is an exciting chapter of the UK-India partnership,” said Kevin McCole, UKIBC Managing Director.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


From InterGlobe Aviation to Indian Oil Corporation, about 143 companies reported a combined net loss of ₹ 20,160 crore in the September quarter, reports

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


The transaction is a combination of a primary investment of US$ 100 million and a secondary sale of shares of US$ 250 Mn in Advanta by UPL.

$100M primary investment by Alpha Wave Ventures II.

$250M secondary share sale by UPL.

Funds to boost Advanta’s growth and reduce UPL debt.
Copied from stockaajorkal telegram channel
Follows KKR’s $300M investment in 2022.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


VARUN BEVERAGES ; UPDATE ON QIP

CO. TO ALLOT RS 7500 CR WORTH SHARES TO QIBs @ ₹ 565/SHARE ( 4.97 % DISCOUNT TO FLOOR PRICE)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


UPL , UPL Limited announces an agreement between Alpha Wave Global and its Seeds Platform - Advanta Enterprises Limited, to invest US$ 350 Million for approx. 12.5% stake

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


UPL's Subsidiary ADVANTA ENT ( AEL) To sell 12.5 % Stake

8.93 % Stake To Alpha Wave for a cash consideration of USD 250Mn at an equity valuation of USD 2.70 Bn

AEL to issue $100M in equity to Alpha Wave at a $2.85B valuation, giving Alpha Wave an additional 3.51% stake, pending adjustments.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


Maharashtra is set to vote in state elections with 4,136 candidates going to polls. MaharashtraAssemblyElections2024

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


Jharkhand goes to vote in second phase of state elections with 38 seats going to polls. JharkhandAssemblyElections2024

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Nov, 01:39


Note ; UPL Planning To Launch IPO of Advanta Ent

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 08:28


CLSA ON ET NOW

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 08:01


SEBI study: 1 out of 4 times, listed companies paid royalty exceeding 20% of their net profits to related parties

Listed companies in India paid royalty to related parties (RPs) in excess of 20% of their net profits once out of four times according to a study conducted by Securities and Exchange Board of India (Sebi). Moreover, the market watchdog's analysis finds that one out of two times, the listed companies that paid royalty, did not pay dividend or paid more royalty to RPs than dividend paid to non-RP shareholders.

The study is based on annual, company level information, in respect of 233 listed companies across sectors in India. These companies have made royalty payments, amounting to less than 5% of turnover to their RPs, during the 10-year period from FY 2013-14 to FY 2022-23.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 08:01


Global Health Q2 Results: Medanta operator posts 5% rise in net profit YoY at Rs 131 crore

Global Health, which operates hospitals under the Medanta brand, on Thursday said its profit after tax increased 5 per cent to Rs 131 crore in the September 2024 quarter. The healthcare provider reported a Profit After Tax (PAT) of Rs 125 crore in the July-September quarter a year ago.

Revenue from operations rose to Rs 957 crore in the period under review from Rs 850 crore in the September quarter of last fiscal, Global Health Ltd said in a statement.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 08:01


Ipca Labs Q2 Results: Profit shoots up 58% to Rs 229 crore

Ipca Laboratories on Thursday said its consolidated net profit declined 58 per cent year-on-year to Rs 229 crore in the September quarter. The drug firm had reported a net profit of Rs 145 crore in the year-ago period.

Revenue from operations rose to Rs 2,355 crore for the second quarter of the current fiscal year as compared with Rs 2,034 crore in the year-ago period, Ipca Laboratories said in a regulatory filing.

The company said its domestic formulations business revenue stood at Rs 940 crore for the quarter, up 11 per cent from Rs 845 crore a year earlier.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 08:01


GLOBAL NEWS |

• US Oct producer prices rise 2.4% YoY vs est of 2.3%

• US Oct. producer prices rise 0.2% MoM vs est of 0.2%

• US jobless claims at 217,000 in Nov 9 week vs est of 220k

• US continuing claims at 1.87 mn in Nov 2 week vs est of 1.87 mn

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 08:01


Grasim Industries Q2 Results: PAT falls 66% YoY to Rs 390 crore, revenue rises 11%

Grasim Industries, the flagship company of Aditya Birla Group, on Thursday reported a 66% fall in its consolidated net profit at Rs 390 crore in the second quarter, compared with Rs 1,164 crore in the last year quarter.

Revenue from operations, meanwhile, rose 11% YoY to Rs 33,563 crore in the reporting period.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


China's Jan-Oct industry output +5.3%y/y or +0.41%m/m.

Crudeoil refinery -4.6% to 5.954 million tons.

Power generation +2.1% to 0.731 TWh.

Automobile production +4.8% to 2.954 mln units, sedan -1.9%. NEVs +48.6% to 1.428 mln units.

Steel production +3.5%(-2.4% in Sept) to 1.17 trillion tons.
Cement fell by 7.9% y/y to 1.75 trillion tons.

China's Jan-Oct realestate development investment fell by 10.3% y/y to 8.63 trillion yuan.

Residential housing sales areas decline narrowed to -15.8% y/y 🟨at 779 million square meters, and the total sales down by 20.9% y/y🟦 to 7.685 trillion yuan. (narrowed)

Developing funds in place down 19.2% y/y(narrowed) to 8.7235 trillion yuan.

Sentiment 92.49📈

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


CHINA MOF PLANS TO REISSUE 50 BILLION YUAN 30-YR ULTRA-LONG-TERM SPECIAL TREASURY BONDS AT 2.19% FOR 3RD TIME, BRINGING TOTAL ISSUANCE IN 2024 TO 1 TRILLION.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


KERALA AYURVEDA Q2 :CONS NET PROFIT OF 3.48 CR V 0.05 CR LOSS (YOY), UP 792 % (QOQ)

REVENUE UP 21 % AT 30.41 CR (YOY) ,UP 11 % (QOQ)

EBITDA UP 942 % AT 5.52 CR (YOY),UP 590 %(QOQ)

MARGINS AT 18.15 % V 2.11 % (YOY), 2.91 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


Co. has been received letter of acceptance for a new projects — Sipcot- Formation of Balance Internal Roads including Construction of Rcc Side Drain & Culverts and Providing Street Lights at Mega Leather Park Panapakkam in Ranipet District Tamilnadu for Contract Value of 38.32 Crores (inc GST).

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


NUPUR RECYCLERS Q2 :CONS NET PROFIT UP 97 % AT 4.75 CR (YOY),UP 6 % (QOQ)

REVENUE DOWN 32 % AT 51.18 CR (YOY) ,UP 44 % (QOQ)

EBITDA UP 157 % AT 5.89 CR (YOY),UP 23 %(QOQ)

MARGINS AT 11.5 % V 3.06 % (YOY), 13.45 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


ALBERT DAVID Q2 :CONS NET PROFIT DOWN 11% AT 18.07 CR (YOY), DOWN 4 % (QOQ)

REVENUE UP 6 % AT 98.43 CR (YOY) ,UP 10 % (QOQ)

EBITDA DOWN 61 % AT 6.2 CR (YOY),UP 613 %(QOQ)

MARGINS AT 6.3 % V 17.1 % (YOY),0.98 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


SIGNET INDUSTRIES Q2 :CONS NET PROFIT DOWN 6 % AT 3.21 CR (YOY),UP 555 % (QOQ)

REVENUE DOWN 4 % AT 267 CR (YOY) ,UP 2 % (QOQ)

EBITDA DOWN 9 % AT 18.07 CR (YOY),UP 26 %(QOQ)

MARGINS AT 7 % V 7.36 % (YOY), 5.66 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


RPP INFRA ; WINS RS 38.3 CR ORDER

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:57


ALBERT DAVID Q2 :CONS NET PROFIT DOWN 11% AT 18.07 CR (YOY), DOWN 4 % (QOQ)

REVENUE UP 6 % AT 98.43 CR (YOY) ,UP 10 % (QOQ)

EBITDA DOWN 61 % AT 6.2 CR (YOY),UP 613 %(QOQ)

MARGINS AT 6.3 % V 17.1 % (YOY),0.98 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:46


*News Headlines from Business News Agencies:*

*Business Standard*

📝 India's merchandise trade deficit widens to $27.1 billion in October
📝 WPI inflation rises to 4-month high of 2.36% in Oct, food prices surge
📝 Market sets exchange rate, RBI acts to curb undue volatility: Governor Das
📝 Elon Musk cutting $2trn in US spend is negative for markets: Chris Wood
📝 Lulu Retail Holdings shares fall on debut after $1.72 bn Abu Dhabi IPO
📝 Lumax Auto stock leaps 11% on healthy Q2 numbers; PAT zooms 38% YoY
📝 Rapido reports 2.5x increase in gross order value to Rs 2,461 cr in Q2FY25
📝 NHB raises Rs 3,830 cr through 10-yr bonds at 7.14%; gets 'AAA' rating
📝 SECI weighs criminal action against Reliance Power over fake bid documents
📝 Oil prices flat after decline on strong dollar, slow demand concerns
📝 Maharashtra announces step for transparency in real estate brokerage fees
📝 Bharat Forge Q2FY25 results: Net profit rises 13% to Rs 243 crore

*Economic Times*

📝 Jakson conducts pilot project for Co2 to methanol at NTPC plant in MP
📝 Govt plans to auction offshore mineral blocks in 2-3 months: G Kishan Reddy
📝 Tata clarifies on creating holding company to park Tata Motors' demerged businesses
📝 India to probe e-scooter maker Ola Electric over service standards
📝 Samara Capital-backed Agro Tech Foods acquires Del Monte Foods from Bharti Enterprises
📝 Cost of construction rises up to 11% annually in 2024 across real estate segments
📝 India has the highest number of diabetic people in the world, even more than China: Report
📝 SpiceJet settles $90.8 mn dispute with EDC for $22.5 mn, gains complete ownership of 13 aircraft
📝 Drone delivery startup Airbound raises $1.7 million in seed funding led by Lightspeed
📝 Advanced Air Mobility can improve accessibility, create new economic opportunities in India: WEF report
📝 Blackstone eyes 20% stake in Haldiram's snacks at $8 billion valuation, sources say
📝 Honasa Consumer Q2 Results: Mamaearth operator slips into red with Rs 19 crore YoY loss

*Mint*

📝 ONGC looks to cash in on gas pricing tweak, KG basin ramp-up
📝 Foreign investors sell nearly $1 billion of JPM index-linked Indian government bonds in Nov
📝 HAL Q2 Results: Net profit rises 22% to ₹1,510 crore, revenue grows 6% YoY
📝 PhysicsWallah hires former Blinkit CFO Amit Sachdeva as it readies for 2025 IPO
📝 World Bank expands lending by 50%, India to benefit most: India head Kouame
📝 Rising food prices push India's wholesale inflation to four-month high in Oct
📝 Peak XV leads ₹565-crore investment in rural credit startup SarvaGram Solutions
📝 Niva Bupa Health Insurance Shares List at a Premium on NSE & BSE
📝 BDL Q2 Results: Net profit falls 17% to ₹147 crore, revenue drops 11% YoY
📝 Muthoot Finance Q2 Results: Profit rises 20.6% to ₹1,321 crore, revenue up 37%
📝 India's goods trade deficit widens to $27 billion in October

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:44


SBI riases its marginal cost of funds-based lending rate by up to 5 basis points for three-month, six-month, and one-year tenures

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:44


MAN INFRA ; Co. announce a strategic realignment of its real estate portfolio, by sharpening its focus on the luxury projects across Mumbai.

MICL Group has divested from Phase 3 of the Dahisar project to focus on luxury developments in prime Mumbai locations like Pali Hill, BKC, Vile Parle, and Marine Lines.

Man Vastucon LLP, a Man Infraconstruction Limited subsidiary, has delivered the first phase, 'Aaradhya Highpark,' with 6.5 lakh square feet of nearly sold-out space.

The second phase, 'Aaradhya Parkwood,' covering 5.3 lakh square feet, is in progress with strong sales. Man Vastucon has agreed to give up the remaining development rights for Phase 3.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

15 Nov, 07:44


China October economic data:

Retail sales 4.8% y/y [Est.3.8%]

Industrial Output growth 5.3% y/y [Est.5.6%]

Jan-Oct fixed asset investment 3.4% y/y [Est.3.5%]

Oct Unemployment 5.0% [Prev. 5.1%]

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 17:59


Do boost if you have premium of telegram it's free to boost 🙏

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:27


SATIN CREDITCARE Q2 HIGHLIGHTS

Operating profits at Rs191.1cr, down 7.6%QOQ

Provisions at Rs133.7 cr, up 93.2%QOQ

GNPA at Rs286 cr vs Rs219 cr QOQ

NNPA at Rs114.4 cr vs Rs86.64 cr QOQ

GNPA ratio at 3.5% vs 2.73% QOQ

NNPA ratio at 1.4% vs 1.08% QOQ

AUM at Rs11749 cr, up 0.4%QOQ

Disbursals at Rs2619 cr, up 23.9% QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:27


SATIN Q2 NIM at 13.68% vs 13.38% QOQ

ROA at 1.59% vs 4.02% QOQ

ROE at 5.97% vs 19.7% vs 15.1% QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:27


SATIN CREDITCARE FY25 loan growth guidance cut to 8%-10% vs 20% earlier

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:17


BALAJI AMINES ; Co. Says commercial production of Methylamines has been commenced successfully at Unit-IV situated at F-104, Chincholi MIDC, Solapur-413255, Maharashtra with effect from 10 th November, 2024 with a capacity of 40,000 TPA under Phase-2 expansion, with a updated technology which will give a cost advantage over the competitors.

The said commercial production
started smoothly.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:17


ICICI DIRECT ON TRUMP's WIN IMPACT

With Trump getting re-elected as the US President, we expect the BiosecureAct to become legislation once it is cleared by the US Senate where the Republicans have the majority. The Act is already through in the House of Representatives.

Biosecure Act intends to prevent some leading Chinese CRAMs / CDMO players from accessing US funding and collaborating with pharma companies. The legislation is designed to effectively prevent the Chinese CDMOs from passing on information about drugs under development by US companies and bans the US companies from entering into new agreements or extending existing contracts. The legislation could be a boon for Indian CRAMs / CDMO players, especially for those who own manufacturing facilities in the US.

Possible beneficiaries – Piramal Pharma ,Syngene, DIVIS LAB.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:17


With potential tax cuts and rate reductions post-election, a positive outlook is expected in the near term for IT, aligning with clients' cost planning.

FY25 may see mid-single-digit growth, with FY26 potentially reaching double digits, driven by increased spending in BFSI, Retail, and Telecom.

Medium-term challenges include visa issues and a shift toward US-based hiring.

Overall, IT growth will depend on large deals and discretionary spending recovery. We are selectively optimistic on a few stocks.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 13:17


Indian markets face heavy selling pressure from FIIs, with 1.15 lakh crore sold in October and another 20k crore in early November.

Domestic mutual funds offset this with over 1.05 lakh crore in October and 12k crore in November. Relief may come as MSCI raises India’s weight to 19.8%, potentially adding $2.5 billion in inflows.

Despite FII outflows, Nifty remains steady, supported by domestic funds.

Largest sector outflows: Oil & Gas (26k cr), Auto (21k cr), Financials (21k cr), though the Hyundai IPO saw 10k cr in buying.

Metals and Chemicals saw minor inflows amidst the sell-off.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 12:27


Co. and its consortium partner emerged as the lowest bidder (L1) for BharatNet Phase-3 Project Package 15, covering Arunachal Pradesh, Nagaland, and Manipur, with a value of Rs. 1,537 crore. On November 7, 2024, ITI Limited was also the lowest bidder for Packages 8 (Himachal Pradesh) and 9 (West Bengal, Andaman and Nicobar), worth Rs. 3,022 crore. Altogether, ITI Limited leads three packages (8, 9, & 15) totaling Rs. 4,559 crore.

The BharatNet Phase-3 Project includes 16 packages across states and union territories, with BSNL issuing tenders for a DBOM model network.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 12:27


ITI ; TI Limited Emerges as the Lowest Bidder (L1) for Three Packages of BharatNet Phase-3 Project for a Total Value of Rs. 4559 Crores

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 12:00


Life Insurance Industry Premium Up 13%, Pvt Industry Premium Up 18%

HDFC LIFE INSURANCE
Strong growth on a decent base
-Oct Premium 🔼28%
-7M FY25 Prem 🔼14%
-Total APE (Oct) 🔼23%
-Retail APE (Oct)🔼21%

ICICI PRU LIFE INSURANCE
Strong Growth On A Strong Base
-Oct Premium 🔼25%
-7M FY25 Prem 🔼19%
-Total APE (Oct) 🔼38%
-Retail APE (Oct)🔼22%

MAX LIFE INSURANCE
Modest Growth On A Very Strong Base
-Oct Premium 🔼15%
-7M FY25 Prem 🔼18%
-Total APE (Oct) 🔼16%
-Retail APE (Oct)🔼15%

SBI LIFE INSURANCE
Weak Growth On Strong Base
-Oct Premium 🔽4%
-7M FY25 Prem 🔽3%
-Total APE (Oct) 🔼8%
-Retail APE (Oct)🔼10%

LIC
Modest Growth On A Weak Base
-Oct Premium 🔼9%
-7M FY25 Prem 🔼23%
-Total APE (Oct) 🔽1%
-Retail APE (Oct) 🔽15%

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 12:00


SOLAR IND ; France evaluating Pinaka multi-barrel rocket launcher system for its requirements ; Top French Army Officer- ANI

The Pinaka MBRL is developed by the DRDO and produced by agencies including Solar Industries, L&T and Tata.

The rocket system which can hit targets at 75 kilometres and beyond with its multiple variants has already been an export success

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 11:59


BIOCON ; US FDA has classified Biocon Biologics’ facilities at Biocon Park, Bengaluru, India, as Voluntary Action Indicated (VAI)

Combined cGMP inspection and Pre-Licensing Inspection (PLI) conducted by the agency between July 15 – 26, 2024.

The inspection scope had included 6 separate Biologics manufacturing units comprising of 4 Drug Substance and 2 Drug Product manufacturing plants as well as 5 Analytical Quality Control Laboratories, 4 Microbiology Laboratories, and 2 Warehouses.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 11:58


PFC Q2 HIGHLIGHTS

Operating profits at Rs5328.4 cr, up 13.7%YOY & 15.8%QOQ

Provisions writeback at Rs124.1 cr vs Rs98.9cr YOY & expense of Rs62cr QOQ

GNPA at Rs13377 cr vs Rs16073 cr, down 16.8% Qoq

NNPA at Rs3529 cr vs Rs4110 cr, down 14.14% QOQ

GNPA ratio at 2.71% vs 3.38% QOQ

NNPA ratio at 0.72% vs 0.87% QOQ

PCR at 73.6% vs 74.4% QOQ

Disbursals at Rs47633 cr, up 45.45%YOY & 144.6% QOQ

AUM at Rs493364 cr, up 9.8%YOY (7qtr low growth rate) & 3.9%QOQ

PFC Q2 NIM at 3.57% vs 3.55% QOQ (9qtr high)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 11:58


EquitasSFB Q2 Results | Net profit dives 50% to ₹13 crore on ₹146 crore microfinance provisions

Net Profit At ₹13 Cr Vs CNBC-TV18 Poll Of ₹157.6 Cr

NII At ₹802 Cr Vs CNBC-TV18 Poll Of ₹819.3 Cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 11:58


ASIAN PAINTS Q2FY25: Poor Results

Why Weak?
- Domestic Volumes fall 0.5% vs expected 6-8% growth
- Revenue at 8027.5 Cr vs Poll at 8538 Cr
- EBITDA at 1239.5 Cr vs Poll at 1561 Cr
- Margins at 15.4% vs Poll at 18.3%
- PAT at 693.6 Cr vs Poll at 1091 Cr

YoY Performance
- Revenue -5.3%
- EBITDA -27.8%
- Margins -480 Bps
- Gross Margins -260 Bps
- Net Profit -43.7%

Revenue Vs Peers in Q2
Asian Paints    -5.3%
Kansai               -0.3%
Berger             +0.3%
Akzo Nobel    +3%
Indigo Paints +7.4%

What Led To The Miss?
- Weak consumer sentiment,  persistent rains and floods in some parts of the country
- Revenue affected by price cuts taken last year, shift in mix and increased rebates
- Operating margins impacted by higher material prices and increased sales expenses
- Home Décor Biz performed at a lower clip than expectations
- International Biz impacted by challenges in Ethiopia and Bangladesh

PAT Further Impacted By One-Offs
- 124 Cr impairment of investment value in White Teak Co
- 56 Cr ForEx Loss in Ethiopia

BIRLA IMPACT?
- Co has alluded to "increased rebates" and "increased sales expenses" in commentary
- Employee expenses +13.5% YoY, +140 Bps as % of Sales

WHAT NOW?
Co Says:
- Demand conditions remain challenging
- Margins to recover due to expected softening in material prices & price increases taken

Stock Positioning
- Asian Paints -19% from 52W High
- Co Trades at 49X FY26e

Key To Track
- Recovery in Q3
- Impact of Birla Competition
- Action on M&A if any

Credits: Mangalam Maloo via Twitter

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

10 Nov, 06:29


35 small caps give double digit return despite broader indices underperform

https://www.moneycontrol.com/news/business/markets/35-smallcaps-give-double-digit-return-despite-broader-indices-underperform-12861938.html

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 10:02


ZF COMMERCIAL Q2 : NET PROFIT AT 109 CR V 105 CR YOY

REVENUE AT 910 CR V 991 CR

EBITDA AT 139.5 CR V 146 CR YOY

MARGINS AT 15.35 % V 14.67 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 10:02


BATIBOLI Q2 ; CONS NET PROFIT AT  4CR V 2.4CR (YOY)

REVENUE AT 75.2CR V 69.9CR (YOY)

EBITDA AT 4.7CR V 4.28CR (YOY)

MARGIN AT 6.25% V 6.12%

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 10:02


ATAM VALVE Q2 ; NET PROFIT AT 1.6 CR V 1.3 CR YOY

REVENUE AT 16.92 CR V 12.76 CR

EBITDA AT 2.61 CR V 2.38 CR YOY

MARGINS AT 15.4 % V 18.65 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 10:02


MANAKSIA STEELS Q2 ; NET PROFIT AT 1.09 CR V 8.91 CR YOY

REVENUE AT 104 CR V 166 CR

EBITDA LOSS AT 3.1 CR V 9.75 CR PROFIT YOY

MARGINS AT -2.96 % V 5.86 % YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:58


Ethos Limited Q2FY25

Revenue grew by 26% to 297 Cr YoY

EBITDA grew by 16% to 48 Cr
Margin at 17.3% vs 15.9%

Net Profit grew by 14% to 21 Cr

EBITDA Margin Impacted: Forex fluctuations (CHF appreciated), higher manpower, Rentals for new stores

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:58


CHOLA FIN Q2

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:57


MOTHERSON SUMI WIRING INDIA: Q2 SL NET PROFIT 1.52B RUPEES VS 1.6B (YOY)

MOTHERSON SUMI WIRING INDIA: Q2 EBITDA 2.5B RUPEES VS 2.53B (YOY) || Q2 EBITDA MARGIN 10.71% VS 12.02% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:57


POWER FINANCE CORP: Q2 SL NET PROFIT 43.7B RUPEES VS 38.47B (YOY)

POWER FINANCE CORP: Q2 REVENUE 132B RUPEES VS 117.87B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:53


EQUITAS SFB Q2 : NET PROFIT AT 129 CR V 198 CR YOY

SFB Q2 ; GROSS NPA AT 2.95% V 2.73% QOQ

NET NPA AT 0.97% V 0.83% QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:53


AVP INFRACON: COMPANY WINS ORDER WORTH ₹16.72 CR

Conntract from the District Rural Development Agency (DRDA) in Kallakurichi, Tamil Nadu. The contract involves the supply of 2,371 MT of 8mm and 10mm steel rods for infrastructure projects in the district

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:53


CHOLAMANDALAM FINANCIAL Q2 ; NET PROFIT AT 525 CR V 420 CR

NII AT 2994CR V 2258CR YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:44


Royal sense H1FY24 SME

Revenue grew by 125% to 22 Cr

PBT grew by 155% to 3.17 Cr

Net Profit grew by 169% to 1.92 Cr

Good Numbers

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:42


PICCADILLY AGRI Q2 : NET PROFIT AT 24.4 CR V 11.1 CR YOY

REVENUE AT 184.9 V 114 CR

EBITDA AT 42.1 CR V 24.3 CR YOY

MARGINS AT 22.8 % V 21.4 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:42


ACTION CONSTRUCTION Q2 ; NET PROFIT AT 94.4 CR V 73.7 CR YOY

REVENUE AT 754 CR V 672 CR

EBITDA AT 108CR V 89.1CR (YOY)

MARGIN AT 14.32% V 13.26%

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:41


ALUFLUORIDE Q2

Good numbers 👍

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:39


XPRO INDIA ; Xpro Dielectric Films FZ-LLC is commencing its construction activities of the manufacturing plant from November 8, 2024 at Ras Al Khaimah, United Arab Emirates.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:38


Vedanta Q2FY25 Numbers - Look Good!

a. Segmental EBITDA better, particualrly on aluminum

b. Net debt of ₹56,927 cr as on 30th September 2024, declined by ~₹4,400 cr vs June 2024

c. Net Debt at parent entity reduced by $1bn in first half to reach to its lowest level in a decade

d. Demerger on track & in its final stages

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:37


SBI says May Not Be Able To Achieve 12-13% - Deposit Growth Guidance For FY25

Had Earlier Guided For 12-13% Deposit Growth For FY25 May Only Get There Later

Targetting 10-11% Deposit Growth For FY25

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:37


PICCADILY AGRO INDUSTRIES: Q2 SL NET PROFIT 249M RUPEES VS 119M (YOY)

PICCADILY AGRO INDUSTRIES: Q2 EBITDA 425M RUPEES VS 245M (YOY) || Q2 EBITDA MARGIN 21.22% VS 19.94% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

08 Nov, 09:37


SBi mngmt Says Recent US election results could lead to lower taxes

• Agriculture sector is expected to perform well

• Deposit-credit differential has now turned positive

Deposits have crossed milestone of 50 lk cr

Sufficient headroom to take care of business growth requirement

Credit growth continues to be robust across all segments

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


Indian Olympic Association Sends Letter Of Intent To IOC To Host 2036 Summer Olympics

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


KPR MILLS Q2 ; NET PROFIT AT 205 CR V 201 CR

REVENUE AT 1479 CR V 1510 CR

EBITDA AT 295 CR V 297 CR YOY

MARGINS AT 20 % V 19.67 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


PERIA KARAMALAI TEA Q2: NET PROFIT AT 4.6 CR V 1.13 CR LOSS YOY

REVENUE AT 16.54 CR V 13.2 CR

EBITDA AT 6 CR V 0.66 CR LOSS YOY

MARGINS AT 36.3 % V -5 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


MAZAGON DOCK Q2 : NET PROFIT AT 552 CR V 302 CR YOY

REVENUE AT 2756 CR V 1827 CR

EBITDA AT 510 CR V 176 CR YOY

MARGINS AT 18.5 % V 9.65 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


RANE HOLDINGS Q2: NET PROFIT AT 177 CR V 40 CR YOY

REVENUE AT 917 CR V 928 CR

EBITDA AT 81 CR V 71 CR YOY

MARGINS AT 8.85 % V 7.65 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


SUNDRAM FINANCE Q2 : NET PROFIT AT 89 CR V 91 CR YOY

REVENUE AT 31.5 CR V 26 CR

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


ALKYL AMINES Q2: NET PROFIT AT 47.4 CR V 27 CR YOY

REVENUE AT 410 CR V 353 CR

EBITDA AT 73.3 CR V 48.1 CR YOY

MARGINS AT 17.7 % V 13.7 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:17


BALAXI PHARMACEUTICALS Q2 : NET PROFIT AT 4.5 CR V 14.4 CR YOY

REVENUE AT 77.3 CR V 54.7 CR

EBITDA AT 10.6 CR V 10.75 CR YOY

MARGINS AT 13.7 % V 19.6 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 08:00


#2QWithCNBCTV18 | KPR Mill reports #Q2Results👇

👉Net profit up 1.6% at ₹205 cr vs ₹201.8 cr (YoY)

👉Revenue down 2.1% at ₹1,480 cr vs ₹1,511 cr (YoY)

👉EBITDA down 0.6% at ₹296.4 cr vs ₹298.1 cr (YoY)

👉Margin at 20% vs 19.7% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:39


BHARAT SEATS Q2 : NET PROFIT AT 7 CR V 6.8 CR YOY

REVENUE AT 291 CR V 290

EBITDA AT 177 CR V 170 CR YOY

MARGINS AT 6.06 % V 5.9 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:39


KIRLOSKAR ELECTRIC; NET PROFIT AT 5.2 CR V 5.6 CR YOY

REVENUE AT 161 CR V 145 CR

EBITDA AT 0.26 CR V 12.3 CR YOY

MARGINS AT 0.15 % V 8.5 %

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:37


L&T ; L&T Announces Strategic Partnership with E2E Networks to Accelerate Cloud and AI Innovation for Indian Enterprises

Under this alliance, L&T will integrate E2E Networks’ Cloud and AI Cloud platform with its expertise in data center management and cloud solutions towards empowering startups, and enterprises.

The collaboration aims to accelerate digital transformation for a diverse range of industries, fostering a technology-driven, sustainable future for India.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:33


RULKA ELECTRICALS: Company confirmed new orders totaling 1.03 Crore.

The orders include civil and fire fighting works at various locations in Haryana and Chennai, which the company plans to execute within this financial year.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:32


KP ENERGY: Co has received new orders aggregating to 1003.7MW capacity for development of renewable energy projects from KPI Green Energy Limited.

These projects are won by KPI Green Energy Limited under the various tenders of the Gujarat Urja Vikas Nigam Limited (GUVNL) and are expected to be completed in line with the timelines under definitive agreements.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:29


NMDC: Q2 RESULT 12 NOV

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:22


SAREGAMA Q2

NET PROFIT AT 44.9 CR V 48 CR (YOY)

REVENUE AT 241CR V 172CR (YOY)

EBITDA AT 60.8CR V 60.9CR (YOY)

MARGIN AT 25.16% V 35.32% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:20


APL Apollo Tubes says

Guidance for FY25 Volumes at 3.2-3.3mt

H2FY25 EBITDA/tn ₹4k-5k/tn

Promoter entity will not reduce stake

Priority is to be debt free, then can think about a buyback

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:19


ABB Q2 CONCALL

Healthy Qtrly Order Inflow Band Is 2500-3000 Cr, Difficult To Predict When It Will Hit ₹4000 Cr

Volumes May Plateau Before A Jump Up From The Market

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:19


Swaminathan Aiyar, ET NOW Says
• Expect election results on Nov 6th afternoon or Nov 7th morning

• Early trends are giving slight advantage to Trump victory

• Uncertainty might continue as litigation might take weeks

• A Kamala win would mean "More of the same" for India

• Trade war will be bad for China, India and the world

• Markets will be nervous if Trump wins both houses

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

05 Nov, 07:19


Sources Says Tata Trusts Chairman Noel Tata joins Tata Sons board - ETNOW

Tata Sons was appointed via a Tata Sons board resolution late last week

Noel Tata was appointed chairman of Tata Trusts last month

Noel Tata appointed Tata Trusts Chair following passing away of Ratan Tata

Tata Trusts own about 66% shareholding in Tata Sons

Noel Tata is the third trustee of Tata Trusts to join Tata Sons board

The other trustees on Tata Sons board are Venu Srinivasan, Vijay Singh

Sir Ratan Tata Trust, Sir Dorabji Tata Trust are principal promoter owners of Tata Sons

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


INNOVANA THINKLAB: Company Got In-principle approval from National Stock Exchange of India Limited for migration of trading in the equity shares of the company from SME Platform (EMERGE) to Main Board

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


HUL: Company Informs Completion of Divestment of Water Purification business of the Company carried under the brand “Pureit

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


ATUL AUTO OCT SALES: TOTAL SALES UP 24.77 % TO 3,818 UNITS YOY

TOTAL DOMESTIC SALES UP 22 % TO 3293 UNITS YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


OLA ELECTRIC: OCT VEHICLES REGISTERATION SURGES 74 % TO 41,605 UNITS YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


HYUNDAI OCT SALES: TOTAL SALES UP 2 % TO 70,078 UNITS YOY (EST 68000 UNITS) 👍👍

DOMESTIC SALES UP 0.8 % TO 55,568 UNITS YOY

EXPORT SALES UP 6.7 % to 14,510 UNITS YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


ESCORTS KUBOTA OCT SALES UP 19.8 % TO 18,110 UNITS YOY

DOMESTIC SALES UP 22.6 % TO 17,839 UNITS YOY

EXPORT SALES DOWN 52 % TO 271 UNITS YOY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 08:08


INDRAPRASTHA MEDICAL: Clarification on recent media rumours / coverage concerning alleged irregularities related to kidney transplant practices involving an individual doctor associated with the Company on a limited, fee- for-service basis.

Indraprastha Medical clarifies that alleged activities did not occur at its hospital and it is neither accused nor implicated.

The doctor in question was suspended promptly.

The hospital upholds strict protocols, adhering to all legal and ethical standards in medical practices, including organ transplantation, ensuring a safe and transparent environment for patient care

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


SAHAJ SOLAR ; Co. has incorporated subsidiary company, SAHAJ RENEWABLE POWER LIMITED in the Uganda.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


Niva Bupa Looking To Raise Rs 2,200 Cr Via Ipo
-Fresh Issue Rs 800 Cr
-Offer For Sale Rs 1,400 Cr

Ipo To Open 7-11 Nov

Niva Bupa IPO Likely To Be Priced At Rs 70-74/Share

Implied Mcap Rs 12,580 Cr
**Star Health Mcap Rs 30,120 Cr

Implied Valuation Of 6.13X Price/Book Value
**Star Health Price/Book Value 4.73X

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


NIVA BUPA VS STAR HEALTH (Quick Look At Biz, FY24)

NET EARNED PREMIUM (NEP)
Niva Bupa Rs 3,811 Cr
Star Health Rs 12,938 Cr

Total Income
Niva Bupa Rs 4,196 Cr
Star Health Rs 13,579 Cr

U/W Profit/Loss
Niva Bupa Loss Of Rs 410 Cr
Star Health Profit Of Rs 90 Cr

OPERATING PROFIT
Niva Bupa Loss Of Rs 188 Cr
Star Health Profit Of Rs 731 Cr

COMBINED RATIO
Niva Bupa 98.79%
Star Health 96.67%

PAT
Niva Bupa Rs 82 Cr
Star Health Rs 845 Cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


The main objective of the New Subsidiaries is to carry on the business of generating, accumulating, distributing and supplying Solar Energy for its own use or for sale to Governments, State Electricity Boards, Intermediaries in Power Transmission / Distribution, Companies, Industrial Units, or to other types of users / consumers of Energy.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


KITEX GARMENTS Q2

KITEX GARMENTS Q2 PROFIT NEARLY TRIPLES ON HIGHER DEMAND; MD LINKS GROWTH TO BANGLADESH UNREST

Management Says “Our recent investment in expanded capacities in Telangana strengthens our ability to scale further, positioning us to capture emerging opportunities and deliver robust value to our stakeholders”, he said.

The turnover, which has reached ₹500 crore, is set to touch ₹1,000 crore in the current fiscal from ₹641 crore in the previous year with this growth momentum.

The unrest in Bangladesh has contributed to the financial growth of not only Kitex Garments but the entire garment industry in India. The capacity of India’s garment industry, he said, is $20 billion and the sector has so far utilised only $16.5 billion this year.

The demand next year for India is going to touch $50 billion and this gives ample space for Kitex to grow.

The Telengana Phase I and II will be operational by 2025 and 2026.

With this, the total capacity
of Kitex will be increased by $0.5 billion.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


Premier Energies International Private Ltd. & Premier Energies Photovoltaic Private Ltd, the subsidiaries of Premier Energies Limited, have received and accepted multiple orders aggregating to INR 560.00 Crore from 2 large Independent Power Producer (IPP) and others.

These orders include INR 513.00 Crores for Solar Modules and INR 47.00 Crores for Solar Cells.

The supply of these modules is scheduled to commence from December 2024.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 07:41


PREMIER ENERGIES: WINS RS 560 CR ORDER

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 05:58


PremierEnergies arm Premier Energies Intl & Premier Energies Photovoltaic Bags multiple order worth ₹560 cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 05:58


https://www.business-standard.com/external-affairs-defence-security/news/us-sanctions-15-indian-cos-for-supporting-russia-s-military-industrial-base-124110100762_1.html

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 05:58


The US has imposed sanctions on 275 individuals and entities, including 15 from India, for allegedly supporting Russia's military-industrial base.
As per the list released by the Department of Treasury, the India-based companies are Abhar Technologies and Services Private Limited; Denvas Services Private Limited; Emsystech; Galaxy Bearings Ltd; Orbit Fintrade LLP; Innovio Ventures; KDG Engineering Private Limited; and Khushbu Honing Private Limited.
The Indian companies also include Lokesh Machines Limited; Pointer Electronics; RRG Engineering Technologies Private Limited; Sharpline Automation Private Limited; Shaurya Aeronautics Private Limited; Shreegee Impex Private Limited; and Shreya Life Sciences Private Limited.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

02 Nov, 05:58


SMLISUZU's total sales down 8.2% at 801 units year-on-year in October

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 18:01


THIRUMALAI CHEMICALS Q2 :CONS NET PROFIT OF 4.89 CR V 6 CR LOSS (YOY), DOWN 4 % (QOQ)

REVENUE DOWN 3 % AT 525 CR (YOY) ,DOWN 5 % (QOQ)

EBITDA UP 52 % AT 23.5 CR (YOY),DOWN 23 %(QOQ)

MARGINS AT 4.47 % V 2.85 % (YOY), 5.53% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 18:01


ECOPLAST Q2 :CONS NET PROFIT DOWN 38 % AT 1.75 CR (YOY),DOWN 32 % (QOQ)

REVENUE UP 1 % AT 30.35 CR (YOY) ,FLAT % (QOQ)

EBITDA DOWN 32 % AT 2.62 CR (YOY),DOWN 11 %(QOQ)

MARGINS AT 8.63 % V 12.9 % (YOY), 9.67 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 18:01


SHEELA FOAM Q2 :CONS NET PROFIT DOWN 78 % AT 9.81 CR (YOY),DOWN 79 % (QOQ)

REVENUE UP 33 % AT 812 CR (YOY) ,FLAT % (QOQ)

EBITDA UP 5 % AT 69.35 CR (YOY),UP 16 %(QOQ)

MARGINS AT 8.53 % V 10.8 % (YOY), 7.4 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 18:01


This is gold in turkish lira , only worldwide recognised asset , when economies go bankrupt , the best hedge you can hold is gold.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 17:18


Yatharth acquired another hospital.

This new acquisition is in New Delhi.

A 300 bed Hospital. 🚀🚀.

They mentioned in FY24 that every year they’ll acquire one hospital for the next 3 years.

FY24: Asian Fidelis
FY25: 300 bed hospital in Delhi.
FY26: waiting….

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


Kotyark bumper results

▪️Revenue 197 Cr vs 144 Cr (+ 96% QoQ) vs 127 Cr (+ 96% YoY)

▪️EBITDA 36 Cr vs 24.5 Cr (+ 48% QoQ) vs 20 Cr (+ 81% YoY)

▪️PAT 17.8 Cr vs 11.4 Cr (+ 56% QoQ) vs 10.8 Cr (+ 65% YoY)

▪️EPS 17.36 Cr vs 11.56 (+ 50% QoQ) vs 11.19 (+ 55% YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


MPS Q2 :CONS NET PROFIT UP 17 % AT 35.24 CR (YOY),UP 36 % (QOQ)

REVENUE UP 37 % AT 177.7 CR (YOY) ,DOWN 2 % (QOQ)

EBITDA UP 32 % AT 53.5 CR (YOY),UP 30%(QOQ)

MARGINS AT 30.1 % V 31.3 % (YOY), 22.7 % (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


Redington reports Q2Results👇

👉Net profit down 3.5% at ₹293 cr vs ₹303.5 cr (YoY)

👉Revenue up 12% at ₹24,895.6 cr vs ₹22,220 cr (YoY)

👉EBITDA down 6.6% at ₹409.3 cr vs ₹438.1 cr (YoY)

👉Margin at 1.6% vs 2% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


PrestigeEstates reports Q2Results👇

👉Net profit down 77.4% at ₹192.2 cr vs ₹851 cr (YoY)

👉Revenue up 3% at ₹2,304.4 cr vs ₹2,236.4 cr (YoY)

👉EBITDA up 6.5% at ₹631.3 cr vs ₹592.5 cr (YoY)

👉Margin at 27.4% vs 26.5% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


CFF FLUID CONTROL Q2 :CONS NET PROFIT UP 39% AT 14 CR (YOY), UP 101% (QOQ)

REVENUE UP 35% AT 80 CR (YOY) ,UP 69% (QOQ)

EBITDA UP 30% AT 22.9CR (YOY),UP 76%(QOQ)

MARGINS 28.6% V 29.7% (YOY), 27.48% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


COSMIC CRF Q2 :CONS NET PROFIT UP 82% AT 12.35 CR (YOY), UP 107% (QOQ)

REVENUE UP 28% AT 158.64 CR (YOY) ,UP 22% (QOQ)

EBITDA UP 74% AT 20.4CR (YOY),UP 90%(QOQ)

MARGINS 12.85% V 9.47% (YOY), 8.24% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


DE AGARWAL'S EYE HOSPITAL Q2 :SL NET PROFIT UP 12% AT 14.15 CR (YOY), 0% (QOQ)

REVENUE UP 22% AT 102.2 CR (YOY) ,UP 2% (QOQ)

EBITDA UP 29% AT 29.89CR (YOY),DOWN 5%(QOQ)

MARGINS 29.2% V 27.53% (YOY), 31.4% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


ALLIED BLENDERS Q2 :CONS NET PROFIT UP 319% AT 47.56CR (YOY), 325% (QOQ)

REVENUE UP 2% AT 868 CR (YOY) ,UP 15% (QOQ)

EBITDA UP 44% AT 104CR (YOY),UP 40%(QOQ)

MARGINS 12% V 8.48% (YOY), 9.8% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


PRADEEP METALS Q2 :CONS NET PROFIT UP 17% AT 7.58 CR (YOY), DOWN 58% (QOQ)

REVENUE UP 6% AT 74.83 CR (YOY) ,UP 1% (QOQ)

EBITDA DOWN 7% AT 12.43CR (YOY),DOWN 9%(QOQ)

MARGINS 16.6% V 18.85% (YOY), 18.36% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


LINC LTD Q2 :CONS NET PROFIT DOWN 49% AT 8.78 CR (YOY), UP 4% (QOQ)

REVENUE DOWN 49% AT 137.28CR (YOY) ,UP 6% (QOQ)

EBITDA DOWN 47% AT 16.3CR (YOY),UP 15%(QOQ)

MARGINS 11.87% V 11.4% (YOY), 10.87% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


MUTHOOT CAPITAL SERVICE Q2 :CONS NET PROFIT DOWN 81% AT 16 CR (YOY), UP 48% (QOQ)

NII UP 5% AT 51.3 CR (YOY) ,UP 2% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

29 Oct, 16:48


CAPRI GLOBAL Q2 :SL NET PROFIT UP 81% AT 86.2 CR (YOY), UP 39% (QOQ)

NII UP 24% AT 253.8CR (YOY) ,UP 1% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 09:01


https://youtu.be/sy4jsb7rZcw

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


BIKAJI FOODS: Company informed that BFRL, a Wholly-Owned Subsidiary of Company will make a strategic investment of an amount not exceeding ₹ 131.01 Crores in THF for acquisition of its 53.02% of total issued and paid-up equity share capital, in tranches.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


STARLINEPS ENTERPRISES: Company has incorporated a wholly owned subsidiary, ‘Starlineps International Private Limited’.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


Swiggy Limited IPO: Latest Update

Following up on earlier details, here’s the latest on Swiggy’s much-awaited IPO:

•Anchor Allotment: 5th November
•IPO Dates: 6th to 8th November
•Expected Listing Date: 13th November
•Total Issue Size:Approx. ₹11,750Cr
•Fresh Issue: ₹4,500 Cr
•Offer for Sale (OFS): ~₹8,250 Cr
•Issue Price: ~₹395
•Estimated Market Cap: ~₹95,000 Cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


SERVOTECH POWER: Servotech Launches Innovative Solar Solutions, Strengthening Commitment to Renewable Energy

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


ALLIANCE INTEGRATED: Withdrawal & Cancel of Preferential issue of 1,15,00,000 warrants convertible into Equity Shares of the Company which was approved by the Board of Directors of the Company in their Board Meeting held on 01 May, 2024.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


RSWM: Shri Balkrishan Sharma, Business Head & Chief Executive of Dyed Yarn Business of the Company, has resigned today from the Company due to personal reasons.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


EICHER MOTORS: Commercial Vehicles Limited (“VECV”), a material subsidiary of Eicher Motors Limited, has incorporated a new subsidiary company in Indonesia by the name of PT VECV AUTOMOTIVE INDONESIA.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

27 Oct, 05:47


CAPTAIN POLYPLAST: Company have approved a proposal to incorporate a Wholly Owned subsidiary “X2 IRRIGATION PRIVATE LIMITED” having same object of holding company

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 16:35


HREE RENUKA SUGAR ; Anamika Sugar Mills Private Limited (Anamika), a wholly owned subsidiary of the company, approved the capex investment of Rs. 1,838 Mn. for the expansion in the cane crushing capacity from 4,000 TCD to 7,000 TCD and setting up of 15 MW power plant at Anamika’s plant.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 16:35


CAPTAIN POLYPLAST ; Board have approved a proposal to incorporate a Wholly Owned subsidiary “X2 IRRIGATION PRIVATE LIMITED” having same object of holding company .

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 16:30


IFB Industries Q2

Crosses FY24 numbers in H1FY25 👏

Not the company to look at QoQ since the product basket that it has has quarterly fluctuations in terms of demand

Usually Q3 is the strongest qtr due to festivals

Q1 gets some extra demand due to summer(AC)

Q2 is a normal qtr

Rev at 1219cr vs 1100cr

PBT at 43cr vs 31cr

PAT at 31.4cr vs 21.5cr

H1FY25:
H1 PBT at 95cr vs 32cr
H1 PAT at 69cr vs 21cr

OCF at 94cr vs 188cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 14:42


TITAGARGH RAIL SYSTEMS: Q2 SL NET PROFIT 851M RUPEES VS 709M (YOY) || Q2 REVENUE 10.56B VS 9.35B (YOY)

TITAGARGH RAIL SYSTEMS: Q2 EBITDA 1.28B RUPEES VS 1.15B (YOY) || Q2 MARGIN 12.11% VS 12.30% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 14:42


Siyaram Silk Mills reports Q2Results 👇

👉Net Profit up 11.3% at ₹68.2 cr vs ₹61.3 cr (YoY)

👉Revenue up 3.7% at ₹608 cr vs ₹586 cr (YoY)

👉EBITDA up 1.1% at ₹89 cr vs ₹88 cr (YoY)

👉Margin at 14.6% vs 15% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 11:34


IDFC First Bank reports #Q2Results👇

Net profit at ₹200.7 cr vs CNBC-TV18 poll of ₹644.6 cr

NII at ₹4,787.8 cr vs CNBC-TV18 poll of ₹4,897.6 cr

Net profit down 73.3% at ₹200.7 cr vs ₹751.3 cr (YoY)

NII up 21.2% at ₹4,787.8 cr vs ₹3,950.2 cr (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 11:31


SPORTKING INDIA Q2 SL

NET PROFIT 250M VS 155M (YOY)

REVENUE 6.5B VS 6.28B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 11:29


Good #Q2FY25-26/10/24 till 5pm

CDSL
#CDSL
Record Q2FY25 🔥 👏
Highest ever quarter
Solid QoQ and YoY uptick
Good, but not cheap at all
Steady set
Rev55% at 322cr vs 207cr, Q1 at 257cr
EBITDA 55% at 200cr vs 129cr
PBT at 224cr vs 145cr, Q1 at 174cr
PAT49% at 162cr vs 109cr, Q1 at 134cr

Anup Engineering
#AnupEngg
Good Q2FY25
H2 should be even better 👏
Rev at 187cr vs 139cr, Q1 at 144cr
PBT at 38cr vs 29cr, Q1 at 29cr
PAT at 32cr vs 21cr, Q1 at 24cr
OCF at -16cr vs 95cr

Aelea Commodities
#ACLD
New capacity will get added from Dec which will take capacity to 140tpd vs 40tpd
Decent H1FY25
Rev at 87cr vs 63cr, H2 at 80cr
PBT at 6.8cr vs 3.7cr, H2 at 10cr
PAT at 5.6cr vs 2.8vr, Q1 at 8.3cr
OCF at -8.5cr

ICICI Bank
#ICICIBank
Steady, consistent
Big getting bigger and better
Asset quality steady and stable
Rev10%, PAT14.5%
PPOP 13%
Deposits 15.6%

Yes Bank
#YesBank
Finding back it's rhythm slowly, much more to go
Needs consistency
Rev at 5530cr vs 4785cr, Q1 at 5475cr
PPOP at 975cr vs 801cr, Q1 at 885cr
PBT at 678cr vs 300cr, Q1 at 673cr
GNPA and NNPA down QoQ and YoY
RoA at 0.5% vs 0.2%

SKP Securities
#SKPSec
Rev at 11cr vs 7cr, Q1 at 10cr
PBT at 6cr vs 4.5cr,flat QoQ
PAT at 4cr vs 2cr, Q1 at 2.2cr

Sportking
#SportKing
Rev at 651cr vs 628cr, Q1 at 634cr
PBT at 33cr vs 14cr, Q1 at 43cr
PAT at 25cr vs 8cr, Q1 at 32cr

Paramount Communication
#ParaCables
Rev at 355cr vs 252cr, Q1 at 321cr
PBT at 29cr vs 19cr, Q1 at 25cr
PAT looks flat due to 5.3cr tax paid this qtr
OCF at 57cr vs -35cr

Ambar Proteins
#Ambar
Rev at 89cr vs 68cr, Q1 at 93cr
PBT at 3.5cr vs 80lacs, Q1 at 2.2cr
PAT at 2.7cr vs 78lacs, Q1 at 1.7cr
OCF at 1.8cr vs 3.4cr

SBFC finance
#SBFC
Good show with decent QoQ uptick
Challenging qtr for peers
Delivers a good set
Rev at 213cr vs 246cr, Q1 at 297cr
PBT at 110cr vs 71cr, Q1 at 105cr
PAT at 84cr vs 52cr, Q1 at 79cr

Credit shreenidhi on twitter

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 11:27


JK CEMENT Q2 CONS

NET PROFIT 1.36B RUPEES VS 1.75B (YOY)

REVENUE 25.6B RUPEES VS 27.5B (YOY)

EBITDA 2.83B RUPEES VS 4.67B (YOY)

MARGIN 11.08% VS 16.96% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 11:27


REC Q2 SL

NET PROFIT 40B RUPEES VS 38B (YOY)

REVENUE 135B RUPEES VS 114B (YOY)7

CO DECLARED DIVIDEND OF 4 RUPEES PER SHARE

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

26 Oct, 11:26


SKYGOLD: CO APPROVES BONUS SHARE IN THE RATIO OF 9:1

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 15:21


GENSOL ENGINEERING Q2 CONS

NET PROFIT 294M RUPEES VS 183M (YOY); 320M (QOQ)

REVENUE 3.5B RUPEES VS 3.05B (YOY)

EBITDA 1.2B RUPEES VS 531M (YOY)

EBITDA MARGIN 34.20% VS 17.41% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 15:20


Nuvama Wealth Management
#NUVAMA

Another classy record quarter of fireworks

Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥👏

Amazing execution yet again

Rev at 1056cr vs 737cr
Q1 at 952cr

PBT at 348cr vs 190cr
Q1 at 293cr

PAT at 257cr vs 145cr
Q1 at 220cr

H1 PBT at 642cr vs 341cr
H1 PAT at 479cr vs 267cr

H1 EPS of 135rs vs 76rs🔥👏

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 15:20


KRSNAA DIAGNOSTICS Q2 CONS

NET PROFIT 196M RUPEES VS 105M (YOY); 179M (QOQ)

REVENUE 1.86B RUPEES VS 1.55B (YOY)

EBITDA 494M RUPEES VS 318M (YOY)

EBITDA MARGIN 26.52% VS 20.46% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 15:18


GENSOL ENGINEERING: Q2 CONS NET PROFIT 294M RUPEES VS 183M (YOY); 320M (QOQ) || Q2 REVENUE 3.5B RUPEES VS 3.05B (YOY)

GENSOL ENGINEERING: Q2 EBITDA 1.2B RUPEES VS 531M (YOY) || Q2 EBITDA MARGIN 34.20% VS 17.41% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 15:18


SHAKTI PUMPS (INDIA): Q2 CONS NET PROFIT 1B RUPEES VS 59M (YOY); 927M (QOQ) || Q2 REVENUE 6.34B RUPEES VS 1.53B (YOY)

SHAKTI PUMPS (INDIA): Q2 EBITDA 1.5B RUPEES VS 152M (YOY) || Q2 EBITDA MARGIN 23.46% VS 9.94% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 14:00


Macrotech Developers: Cons PAT at ₹423 cr vs ₹203 cr, up 108.6% YoY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:52


ICRA Q2 CONS

NET PROFIT 367M RUPEES VS 318M (YOY); 355M (QOQ)

REVENUE 1.3B RUPEES VS 1.05B (YOY)

EBITDA 413M RUPEES VS 341M (YOY)

EBITDA MARGIN 32.72% VS 32.48% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:52


UTI AMC Q2 SL

NET PROFIT 2B RUPEES VS 1.34B (YOY); 1.86B (QOQ)

REVENUE 4.17B RUPEES VS 3.11B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:51


ZEE MEDIA CORP Q2 CONS

NET LOSS 499M RUPEES VS LOSS 307M (YOY); LOSS 104M (QOQ)

REVENUE 1.3B RUPEES VS 1.5B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:51


MODI NATURALS Q2 CONS

NET PROFIT 76M RUPEES VS 7.5M (YOY); 75M (QOQ)

REVENUE 1.5B RUPEES VS 918.5M (YOY)

EBITDA 133M RUPEES VS 23M (YOY)

EBITDA MARGIN 9.10% VS 2.48% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:51


TEXMACO RAIL & ENGINEERING Q2 SL

NET PROFIT 484M RUPEES VS 218M (YOY); 402M (QOQ)

REVENUE 11.2B RUPEES VS 8.05B (YOY)

EBITDA 926M RUPEES VS 747M (YOY)

EBITDA MARGIN 8.30% VS 9.29% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:50


PRAJ INDUSTRIES Q2 CONS

NET PROFIT 538M RUPEES VS 623M (YOY); 841M (QOQ)

REVENUE 8.16B RUPEES VS 8.82B (YOY)

EBITDA 862M RUPEES VS 840M (YOY)

EBITDA MARGIN 10.56% VS 9.52% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:50


ASTEC LIFESCIENCES Q2 CONS

NET LOSS 385M RUPEES VS LOSS 134.3M (YOY); LOSS 397M (QOQ)

REVENUE 985M RUPEES VS 1.11B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:50


VISHAL FABRICS Q2 SL

NET PROFIT 65M RUPEES VS 45M (YOY); 48M (QOQ)

REVENUE 3.84B RUPEES VS 3.1B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:49


AUTOMOTIVE STAMPINGS & ASSEMBLIES Q2 SL

NET PROFIT 43M RUPEES VS 39.9M (YOY); 40M (QOQ)

REVENUE 1.97B RUPEES VS 2.12B (YOY)

EBITDA 114M RUPEES VS 115.4M (YOY)

EBITDA MARGIN 5.76% VS 5.44% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:49


KEWAL KIRAN CLOTHING Q2 SL

NET PROFIT 645M RUPEES VS 498M (YOY); 253M (QOQ)

REVENUE 2.5B RUPEES VS 2.62B (YOY)

EBITDA 534M RUPEES VS 617M (YOY)

EBITDA MARGIN 21.07% VS 23.52% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:48


Phoenix Mills reports #Q2 earnings

Net Profit Down 13.7% At ₹218.1 Cr Vs ₹252.6 Cr (YoY)

Revenue Up 5% At ₹918 Cr Vs ₹874.1 Cr (YoY)

EBITDA Up 2.5% AT ₹517.6 Cr Vs ₹531.5 Cr (YoY)

Margin At 56.4% Vs 57.8% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:46


VINDHYA TELELINKS Q2 CONS

NET PROFIT 243M RUPEES VS 467M (YOY); 294M (QOQ)

REVENUE 9.5B RUPEES VS 8.62B (YOY)

EBITDA 565M RUPEES VS 602M (YOY)

EBITDA MARGIN 5.93% VS 6.98% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:45


PHOENIX MILLS Q2

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

25 Oct, 13:43


TIME TECHNOPLAST: CO SAYS RAISING OF FUNDS THROUGH QUALIFIED INSTITUTIONS PLACEMENT WORTH 10B RUPEES || CO APPROVES CAPITAL INVESTMENTS FOR EXPANSION OF GREENFIELD, BROWNFIELD PROJECTS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:55


SHILCHAR TECH: Q2 SL NET PROFIT 327M RUPEES VS 244M (YOY); 239.8M (QOQ)

SHILCHAR TECH: Q2 REVENUE 1.3B RUPEES VS 1.06B (YOY)

SHILCHAR TECH: Q2 EBITDA 409M RUPEES VS 297M (YOY) || Q2 EBITDA MARGIN 31.35% VS 27.93% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:50


24th Oct -2024 : Prov figs: http://Rs.crs*

*FIIs: - 5,062Cr
*DIIs: + 3,620Cr

Fiis Selling in Oct

1st Oct: -5579 Cr
3rd Oct: -15,243 Cr
4th Oct: -9897 Cr
7th Oct: -8293 Cr
8th Oct: -5730 Cr
9th Oct: -4562 Cr
10th Oct: -4927 Cr
11th Oct: -4,162 Cr
14th Oct: -3,732 Cr
15th Oct: -1,748 Cr
16th Oct: -3,435 Cr
17th Oct: -7,421 Cr
18th Oct: -5,486 Cr
21st Oct: -2,262 Cr
22nd Oct: -3,978 Cr
23rd Oct: -5,685 Cr
24th Oct: -5,062Cr

Total Oct= -97,112 Cr

FII SELLING PRESSURE CONTINUES

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:50


SURYODAY SMALL FINANCE BANK: Q2 SL NET PROFIT 454M RUPEES VS 503M (YOY); 701M (QOQ)

SURYODAY SMALL FINANCE BANK: Q2 INTEREST EARNED 5.07B RUPEES VS 3.75B (YOY)

SURYODAY SMALL FINANCE BANK: Q2 GNPA 3.03% VS 2.84% (QOQ)|| Q2 NNPA 0.80% VS 0.47% (QOQ)

SURYODAY SMALL FINANCE BANK: Q2 PROVISION AT 667M RUPEES VS 267M (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:49


CIE Automotive: Revenue at Rs. 1136 cr vs Rs. 1188 cr, down 4.4% YoY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:49


#ITC reports #Q2Results👇

Net profit at ₹5,078.3 cr vs CNBC-TV18 poll of ₹5,050 cr

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:30


#AxisBank: #RBI approves re-appointment of Amitabh Chaudhry as MD & CEO of the bank for 3 years w.e.f. January 1, 2025

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:29


HOME FIRST FINANCE CO Q2 SL

NET PROFIT 922M RUPEES VS 743M (YOY); 878M (QOQ)

TOTAL REVENUE 3.7B RUPEES VS 2.7B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:29


#JSWEnergy reports #Q2Results👇

👉Net profit up 2.3% at ₹876.8 cr vs ₹856.8 cr (YoY)

👉Revenue down 0.7% at ₹3,237.7 cr vs ₹3,259.4 cr (YoY)

👉EBITDA down 10.4% at ₹1,684.9 cr vs ₹1,880.4 cr (YoY)

👉Margin at 52% vs 57.7% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:29


GLENMARK LIFE SCIENCES: Q2 SL NET PROFIT 953M RUPEES VS 1.2B (YOY); 1.1B (QOQ)

GLENMARK LIFE SCIENCES: Q2 REVENUE 5.1B RUPEES VS 6B (YOY)

GLENMARK LIFE SCIENCES: Q2 EBITDA 1.3B RUPEES VS 1.7B (YOY) || Q2 EBITDA MARGIN 26.51% VS 28.06% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:28


Suryoday Small Finance Bank reports #Q2Results👇

👉Net profit down 9.7% at ₹45.4 cr vs ₹50.3 cr (YoY)

👉NII up 2.7% at ₹650.5 cr vs ₹633.7 cr (YoY)

👉Net NPA at 0.80% vs 0.47% (QoQ)

👉Gross NPA at 3.03% vs 2.84% (QoQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:28


AartiDrugs reports Q2Results👇

👉Net profit down 11.6% at ₹35 cr vs ₹39.6 cr (YoY)

👉Revenue down 6.7% at ₹598.3 cr vs ₹641.5 cr (YoY)

👉EBITDA down 12.3% at ₹67 cr vs ₹76.4 cr (YoY)

👉Margin at 11.2% vs 11.9% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:28


TIMEX GROUP INDIA: Q2 SL NET PROFIT 178M RUPEES VS 110M (YOY); 24M (QOQ)

TIMEX GROUP INDIA: Q2 REVENUE 1.74B RUPEES VS 1.26B (YOY)

TIMEX GROUP INDIA: Q2 EBITDA 251M RUPEES VS 161M (YOY) || Q2 EBITDA MARGIN 14.44% VS 12.74% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:28


MAHANAGAR GAS: Q2 SL NET PROFIT 2.83B RUPEES VS 2.84B (QOQ)

MAHANAGAR GAS: Q2 REVENUE 18.8B RUPEES VS 17.4B (QOQ)

MAHANAGAR GAS: Q2 EBITDA 4B RUPEES VS 4.2B (QOQ) || Q2 EBITDA MARGIN 21.23% VS 23.99% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 13:28


UNITED BREWERIES: Q2 SL NET PROFIT 1.3B RUPEES VS 1.1B (YOY); EST 1.28B; 1.7B (QOQ)

UNITED BREWERIES: Q2 REVENUE 21.15B RUPEES VS 18.9B (YOY); EST 20.7B

UNITED BREWERIES: Q2 EBITDA 2.3B RUPEES VS 1.85B (YOY); EST 2.18B || Q2 EBITDA MARGIN % 10.73 VS 9.78% (YOY); EST 10.5%

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 12:21


IEX reports Q2Results👇

👉Net profit up 28.8% at ₹106.8 cr vs ₹82.9 cr (YoY)

👉Revenue up 28.3% at ₹129.2 cr vs ₹108.5 cr (YoY)

👉EBITDA up 30.5% at ₹120.3 cr vs ₹92.2 cr (YoY)

👉Margin at 86.4% vs 85% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 12:21


DCBBank reports Q2Results👇

👉Net profit up 22.6% at ₹155.5 cr vs ₹126.8 cr (YoY)

👉NII up 7% at ₹509.2 cr vs ₹475.7 cr (YoY)

👉Net NPA at 1.17% vs 1.18% (QoQ)

👉Gross NPA at 3.29% vs 3.33% (QoQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 12:21


CYIENT: Q2 CONS NET PROFIT 1.8B RUPEES VS 1.44B (QOQ)

CYIENT: Q2 REVENUE 18.49B RUPEES VS 16.8B (QOQ)

CYIENT: Q2 EBIT 2.3B RUPEES VS 1.99B (QOQ) || Q2 EBIT MARGIN 12.48% VS 11.89% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 12:21


Coromandel Int: Cons PAT at ₹892 cr vs ₹422 cr QoQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 12:20


INDUSIND BANK: Q2 SL NET PROFIT 13.25B RUPEES VS 21.81B (YOY); EST 22.9B

INDUSIND BANK: Q2 INTEREST EARNED 127B RUPEES VS 112.5B (YOY)

INDUSIND BANK: Q2 GNPA 2.11% VS 2.02% (QOQ) || Q2 NNPA 0.64% VS 0.60% (QOQ)

INDUSIND BANK: Q2 PROVISIONS AT 18.2B RUPEES VS 10.5B (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

24 Oct, 12:16


ADANI TOTAL GAS: Q2 CONS NET PROFIT 1.86B RUPEES VS 1.72B (QOQ)

ADANI TOTAL GAS: Q2 REVENUE 13.2B RUPEES VS 12.4B (QOQ)

ADANI TOTAL GAS: Q2 EBITDA 3.05B RUPEES VS 2.96B (QOQ) || Q2 EBITDA MARGIN 23.2% VS 23.90% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 14:28


Earnings Post Market Till 7 PM, 22nd Oct

1) Olectra Green (Strong)
2) GMDC (QoQ Weak, YoY Good)
3) Cigniti Tech (Good)
4) Indus Tower (Good)
5) Adani Green (Good)
6) Gabriel India (Good)
7) Mahindra Finance (QoQ Weak, YoY Good)
8) Zensar Tech (YoY Weak, QoQ Flat)
9) Persistent Systems (YoY Good, QoQ Flat)
10) Ugro Capital (QoQ Weak, YoY Good)
11) Huhtamaki Paper (Weak)
12) Shoppers Stop (YoY Weak, QoQ Better)
13) Canfin Home (Good)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 14:24


UGRO CAPITAL Q2 SL

NET PROFIT 355M RUPEES VS 289M (YOY); 304M (QOQ)

REVENUE 2.1B RUPEES VS 1.72B (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 14:20


IMF FORECASTS CHINA GROWTH AT 4.8% FOR 2024 VS 5.0% IN JULY, 4.5% FOR 2025, UNCHANGED FROM JULY || IMF FORECASTS EURO ZONE GROWTH AT 0.8% FOR 2024 VS 0.9% IN JULY, 1.2% FOR 2025 VS 1.5% IN JULY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 14:20


IMF'S WORLD ECONOMIC OUTLOOK FORECASTS GLOBAL GDP GROWTH AT 3.2% FOR 2024, UNCHANGED FROM JULY FORECAST, 3.2% FOR 2025 VERSUS 3.3% IN JULY || IMF FORECASTS U.S. GROWTH AT 2.8% FOR 2024 VS 2.6% IN JULY, 2.2% FOR 2025 VS 1.9% IN JULY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 14:20


IMF FORECASTS INDIA GROWTH AT 7.0% FOR 2024, 6.5% FOR 2025, BOTH UNCHANGED FROM JULY

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 14:19


RESPONSIVE INDUSTRIES: Q2 CONS NET PROFIT 493M RUPEES VS 407M (YOY); 484M (QOQ)

RESPONSIVE INDUSTRIES: Q2 REVENUE 3.5B RUPEES VS 2.68B (YOY)

RESPONSIVE INDUSTRIES: Q2 EBITDA 725M RUPEES VS 611M (YOY) || Q2 EBITDA MARGIN 20.75% VS 22.78% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:56


K M SUGAR MILLS:

CO ANNOUNCES RE-ARRANGEMENT OF DISTILLERY UNIT CAPACITY

CO SAYS LICENSED CAPACITY FOR COUNTRY LIQUOR HAS INCREASED FROM 25,00,000 LITERS TO 60,00,000 LITERS, WHILE THE CAPACITY FOR INDUSTRIAL ALCOHOL HAS BEEN REDUCED FROM 1,50,00,000 LITERS TO 1,15,00,000 LITERS

CO SAYS OVERALL CAPACITY REMAINS UNCHANGED AT 1,75,00,000 LITERS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:56


MAX FIN Q2

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:55


CAN FIN HOMES Q2 SL

NET PROFIT 2.1B RUPEES VS 1.6B (YOY); 1.99B (QOQ)

REVENUE 9.6B RUPEES VS 8.7B (YOY)

GNPA 0.88% VS 0.91% (QOQ)

NNPA 0.47% VS 0.49% (QOQ)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:55


GABRIEL INDIA Q2 SL

NET PROFIT 527M RUPEES VS 470M (YOY); 512M (QOQ)

REVENUE 9.2B RUPEES VS 8.6B (YOY)

EBITDA 791M RUPEES VS 738M (YOY)

EBITDA MARGIN 8.56% VS 8.50% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:55


GMDC Q2 CONS

NET PROFIT 1.3B RUPEES VS 746M (YOY); 1.84B (QOQ)

REVENUE 5.9B RUPEES VS 3.8B (YOY)

EBITDA 1.4B RUPEES VS 529M (YOY)

EBITDA MARGIN 23.90% VS 13.83% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:41


INDUS TOWERS Q2 CONS

NET PROFIT 22.23B RUPEES VS 12.95B (YOY); 19.26B (QOQ)

REVENUE 74.65B RUPEES VS 71.33B (YOY)

EBITDA 49.3B RUPEES VS 36.6B (YOY)

EBITDA MARGIN 66.04% VS 51.33% (YOY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:07


GULSHAN POLYOLS: CO SAYS HAS BEEN ALLOCATED WITH A QUANTITY OF 142222 KILOLITERS OF ETHANOL HAVING AN ESTIMATED ORDER VALUE OF 9.94B RUPEES

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:07


OLECTRA GREENTECH Q2

👉Net profit at ₹47.7 cr vs ₹18.6 cr (YoY)

👉Revenue up 70.5% at ₹523.7 cr vs ₹307.2 cr (YoY)

👉EBITDA at ₹81.2 cr vs ₹40.6 cr (YoY)

👉Margin at 15.5% vs 13.2% (YoY)

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:06


CCI approves acquisition of Aavas Financiers by Aquilo House Pte

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:06


GMDC Q2

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

22 Oct, 13:05


RITES: CO SAYS ORDER RECEIVED WORTH 4.54B RUPEES || CO SAYS JULY 2023 ORDER CONVERTED INTO TURNKEY BASIS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 11:37


Diwali Picks by Brokerages ⭐️

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 11:04


Rossari Biotech :
(₹ in Mlns) - Sep’24

YOY (qtr)👍

REV⬆️₹4983 vs ₹4834
PBT⬆️₹481 vs ₹448
PAT⬆️₹353 vs ₹329
EPS⬆️6.39 vs 5.97

QOQ (qtr)👍

REV⬆️₹4983 vs ₹4896
PBT⬆️₹481 vs ₹469
PAT⬆️₹353 vs ₹348
EPS⬆️6.39 vs 6.32

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 10:02


#Earnings Post Market 13,19,20th Oct (Till 1.30 PM)

1) HDFC Bank (Inline)
2) Kotak Bank (Below Estimate)
3) RBL Bank (Weak)
4) L&T Finance (Mix)
5) Jio Finance (QoQ Better, YoY Flat)
6) ICICI Lombard (Weak)
7) Tata Consumer (Weak Operating Performance)
8) Dalmia Bharat (Weak)
9) Tejas Network (Strong)
10) Jindal Saw (Good)
11) Mastek (Good)
12) Oberoi Realty (YoY Good, QoQ Flat)
13) MRPL (Weak)
14) MCX (Good)
15) IndiaMart (Good)
16) PC Jeweller (Strong)
17) Punjab & Sind Bank (Good)
18) Rosary Bio (Flat)
19) Netweb Tech (Strong)
20) Seshasayee Paper (Weak)

@companyupdate

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 10:01


क्या सस्ता क्या महंगा ?

Chemicals PE: Sector PE 45x

1) Deepak Fert: 24x
2) Galaxy Surfactants: 34x
3) Rossari Bio: 35x
4) Balaji Amine: 36x
5) Aarti Ind: 39x
6) PI Ind: 40x
7) Fine Organics: 44x
8) Tata Chem: 45x
9) Deepak Nitrite: 48x
10) SRF: 56x
11) Vinati Org: 59x
12) Sudarshan Chem: 60x
13) Laxmi Organics: 66x
14) Clean Science: 68x
15) Atul: 69x
16) Navin Fluoro: 77x
17) Alkyl Amine: 77x
18) Anupam Rasayan: 85x
19) Neogen Chem: 144x
20) Gujarat Fluoro: 151x
21) Chemplast Sanmar: NA

Join for more details
https://t.me/fundamental3

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:59


Facing a severe shortage of foreign currency, #Maldives has introduced a new regulation to tighten control over foreign currency transactions, particularly within its vital tourism industry

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:59


Possible material impact on profitability has put stocks like IGL, MGL & Gujarat Gas under pressure after the govt reduced the domestic natural gas allocation to them.

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:58


GST GoM On Life & Health Insurance Likely To Propose A Complete Exemption From 18% GST

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:58


DIWALI MAHURAT TRADING SCHEDULE

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:57


Cyclonic circulation has formed over the Andaman Sea and it is likely to intensify into a low-pressure area by Monday: IMD

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:57


ROSSARI REPORTED HIGHEST EVER QUARTERLY PROFIT , EBITDA, REVENUE IN Q2

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:57


ROSSARI BIOTECH CHAIRMAN Says Our business showed resilience this quarter. HPPC grew steadily, while Textile faced challenges, expecting recovery next Calendar year. AHN remained stable.

Exports expanded, driving future growth. H1 FY25 exports rose 32%, offsetting softer domestic performance, with exports set to outpace domestic growth

We lead with eco-friendly, tech-driven solutions, enhancing everyday life through innovation and customer focus.

Our diverse products, agile manufacturing, and strong financials position us for growth.

Committed to expanding globally, we aim for sustainable performance and long-term value for stakeholders

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:56


DALMIA Bharat Management says We are actively working to announce our Phase II expansions within the next 9 months and achieve our interim milestone of 75 MnT by FY28.”

Co. delivered a strong volume growth of 8.4% YoY in Q2 FY25.

However, the continuous & unprecedented softness in cement prices resulted in revenue declining 2.1% to Rs 3,087 Cr, and EBITDA falling 26.8% YoY to Rs 434 Cr for the quarter. While external challenges weighed on profitability, we remain focused on long-term cost drivers for margin improvement.”

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:56


EBITDA/ton At Multi Year Low , Relisations Down 6 % QOQ

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 09:56


DALMIA BHARAT Q2 HIGHLIGHTS

Volume increased 8.4% YoY to 6.7 MnT

EBITDA/T stood at Rs 650/T , Down 32 % YOY

Renewable Energy consumption increased to 39%1

Executed Renewable Power Agreements under Group Captive for 151 MW cumulatively (in addition to 127 MW already executed earlier)

Net Debt to EBITDA stood at 0.25x V 0.17x ( QOQ)

Net Debt Up 48 % To Rs 644 Cr QOQ

Okays Rs 4 As Dividend

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 05:55


Jindal Saw
#JindalSaw

Excellent #Q2FY25 with solid improvement in EBITDA, PBT and PAT 👏

Highest ever Q2

Solid margins maintained consistently from last 8 qtrs

Steady orderbook with solid demand

Q2FY25:
Rev at 5602cr vs 5488cr
EBITDA at 944cr vs 826cr
PBT at 636cr vs 496cr
PAT at 475cr vs 356cr

Orderbook at $1.62 billion

Sold 49,000MT rust free pipes from South division

Prepaid 200cr loans in Oct 2024
Intends to prepay another 250cr in next few months

CARE A1+ credit rating

Jindal Hunting Energy Services:
147cr order book in addition to $1.62 billion
13cr PAT in Q2FY25
10cr PAT in Q1FY25

Jindal saw Gulf:
Solid ramp up
60,600MT sales in Q2 vs 36800 MT in Q1
Orderbook at $225 million
9-12 months visibility

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 05:53


Granules India gets USFDA nod for generic medication to treat depression

Granules India has received USFDA approval for Bupropion Hydrochloride extended-release tablets, available in 100 mg, 150 mg, and 200 mg strengths, targeting treatment for major depressive disorder

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 05:53


ElonMusk says that he would give away $1 million each day until November's election to anyone who signs his online petition in support of the USConstitution

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 05:52


IPOs This Week

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 03:25


Flavors & Fragrances Industry

Listed Players🔽

src ~ PPFAS

MANAGEMENT OUTLOOK/COMMENTARY/RESULT UPDATE/ GUIDANCE / NEWS

20 Oct, 03:24


Frog Cellsat
Mcap - 570 Cr

FY24 Revenue -158 Cr
PAT - 16 Cr

Guidance of 30% revenue growth in FY25

EBITDA margins are expected in the range of 12% to 13%