GROWW MORE 09📈🇮🇳

*Astral:* Net profit at Rs 108 cr vs Rs 131 cr, Revenue at Rs 1370 cr vs Rs 1363 cr (YoY) (Neutral)

*RVNL:* Net profit at Rs 286.8 cr vs Rs 394.2 cr, Revenue at Rs 4855 cr vs Rs 4914 cr (YoY) (Neutral)

*ITD Cem:* Net profit at Rs 72 cr vs Rs 53.6 cr, Revenue at Rs 1990 cr vs Rs 1610 cr (YoY) (Neutral)

*Ultramarine:* Net profit at Rs 18 cr vs Rs 17 cr, Revenue at Rs 27 cr vs Rs 24 cr (YoY) (Neutral)

*Ircon:* Net profit at Rs 206 cr vs Rs 250 cr, Revenue at Rs 2448 cr vs Rs 3033 cr (YoY) (Neutral)

*NHPC:* Net profit at Rs 910 cr vs Rs 1516 cr, Revenue at Rs 3050 cr vs Rs 2930 cr (YoY) (Neutral)

*Sanofi:* Net profit at Rs 82.2 cr vs Rs 80.6 cr, Revenue at Rs 524 cr vs Rs 490.7 cr (YoY) (Neutral)

*Uniparts:* Net profit at Rs 21.1 cr vs Rs 33.0 cr, Revenue at Rs 240 cr vs Rs 294 cr (YoY) (Neutral)

*Gujarat Petronet:* Net profit at Rs 389.3 cr vs Rs 212.0 cr, Revenue at Rs 258 cr vs Rs 354 cr (QoQ) (Neutral)

*ABFRL:* Net loss at ₹214.7 cr vs loss of ₹200.3 cr, Revenue at ₹3,644 cr vs ₹3,226.4 cr (YoY) (Neutral)

*SAIL:* Net Profit at Rs 897.2 Cr Vs Rs 1,305.6 Cr, Revenue at Rs 24,675.2 Cr Vs Rs 29,712 Cr (YoY) (Neutral)

*GR Infra:* Net Profit at ₹193.3 Cr Vs ₹217.2 Cr, Revenue at ₹1,394.3 Cr Vs ₹1,882.8 Cr (YoY) (Neutral)

*Cochin Shipyard:* Net Profit at ₹189 Cr Vs₹182 Cr, Revenue Up 13% At ₹1,143.2 Cr Vs ₹1,011.7 Cr (YoY) (Neutral)

*Mercury EV-Tech:* Company has allotted 1.44 cr equity shares at Rs. 75 per share on a preferential basis (Neutral)

*Adani Ent:* NCLT has sanctioned the Scheme of Amalgamation of SMRPL with MEL (Neutral)

*Bharti Airtel:* Company has allotted 1,006,969 equity shares at INR 515/- per share upon conversion of USD 7.2 million FCCBs. (Neutral)

*Reliance Power:* Company issues statement regarding SECI barring the company from tenders for three years. (Negative)

*G R Infraprojects:* Company has acquired Bijapur REZ Transmission Limited, a power transmission company, for an undisclosed amount. (Negative)

*GMM Pfaudler:* Net profit at Rs 17.2 cr vs Rs 68.3 cr, Revenue at Rs 805 cr vs Rs 940 cr (YoY) (Negative)

*Mold-Tel Tech:* Net profit at Rs 8.0 cr vs Rs 8.1 cr, Revenue at Rs 43 cr vs Rs 40 cr (YoY) (Negative)

*Windsor:* Net loss at Rs 26.0 cr vs profit Rs 1.5 cr, Revenue at Rs 59 cr vs Rs 89 cr (YoY) (Negative)

🇮🇳– Stocks in News*


*MOIL:* October Production of 1.47 lakh tones of Manganese Ore, up 32% (YoY) (Positive)

*Brigade:* Company signs JDA to develop 1 million square feet residential apartments in west Chennai, project to have a GDV of about Rs 8 billion (Positive)

*Tara Chand Infralogistic:* Company has been awarded new piling works contract by JK Cement, contract is worth Rs 105 million. (Positive)

*Oil India:* Company wins critical mineral block in Arunachal Pradesh, Company selected as preferred bidder for PHOP graphite, vanadium block in Arunachal Pradesh. (Positive)

*ZF Steering:* Company has started commercial production at its facility in Kolhapur. (Positive)

*Karur Bank:* Company announced the opening of 6 new branches in Andhra Pradesh, Tamil Nadu and Karnataka (Positive)

*Mahindra:* Company raises tractor industry guidance in FY25 to 6-7% from 5% earlier. Implying 2HFY25 growth of 13-14%. (Positive)

*Vedanta:* Declaration of Preferred Bidder of Critical Mineral Blocks under Critical Mineral Auctions Tranche IV Conducted By the Ministry of Mines, Government of India. (Positive)

*Inox India:* Company has secured Landmark Contract from Highview Power, UK for World''s Largest LAES Project at Manchester for supply of 5X 690kl vertical tanks for the projects. (Positive)

*Borosil Renewables:* Anti-dumping duty proposed on Solar Glass (Positive)

*ITI:* Company led Consortium Emerges as L1 for RS 3022 Crore BharatNet Projects for Middle Mile Network (Positive)

*Emcure Pharma:* Net profit at Rs 190 cr vs Rs 140 cr, Revenue at Rs 2002 cr vs Rs 1663 cr (YoY) (Positive)

*Emami:* Net profit at Rs 212.7 cr vs Rs 178.5 cr, Revenue at Rs 890.6 cr vs Rs 865 cr (YoY) (Positive)

*Vardhman Special:* Net profit at Rs 25.8 cr vs Rs 18.5 cr, Revenue at Rs 494.8 cr vs Rs 415.2 cr (YoY) (Positive)

*NCC:* Net profit at Rs 174.8 cr vs Rs 86.5 cr, Revenue at Rs 5196 cr vs Rs 4719.6 cr (YoY) (Positive)

*Indian Hotels:* Net profit at Rs 554.6 cr vs Rs 166.9 cr, Revenue at Rs 1826 cr vs Rs 1433 cr (YoY) (Positive)

*Indian Metal & Ferro Alloys:* Net profit at Rs 125 cr vs Rs 89.2 cr, Revenue at Rs 690 cr vs Rs 690 cr (YoY) (Positive)

*AGI Greenpac:* Net profit at Rs 72.08 cr vs Rs 56.14 cr, Revenue at Rs 600 cr vs Rs 615 cr (YoY) (Positive)

*Kennametal India:* Net profit at Rs 25.0 cr vs Rs 17.1 cr, Revenue at Rs 270 cr vs Rs 260 cr (YoY) (Positive)

*NRB Bearing:* Net profit at Rs 45.8 cr vs Rs 24.3 cr, Revenue at Rs 301.5 cr vs Rs 278.9 cr (YoY) (Positive)

*Shree Rama:* Net profit at Rs 5.3 cr vs Rs 2.6 cr, Revenue at Rs 52.5 cr vs Rs 43.6 cr (YoY) (Positive)

*Allcargo Gati:* Net profit at Rs 0.3 cr vs loss Rs 1.9 cr, Revenue at Rs 426 cr vs Rs 440 cr (YoY) (Positive)

*Lupin:* Net profit at Rs 850.0 cr vs Rs 490 cr, Revenue at Rs 5670 cr vs Rs 5040 cr (YoY) (Positive)

*Insolation Energy:* Net profit at Rs 61.27 cr vs Rs 15.0 cr, Revenue at Rs 610 cr vs Rs 278 cr (YoY) (Positive)

*Yatharth Hospital:* Net profit at Rs 30.9 cr vs Rs 27.6 cr, Revenue at Rs 218 cr vs Rs 170 cr (YoY) (Positive)

*India Glycol:* Net profit at Rs 49 cr vs Rs 38 cr, Revenue at Rs 2144 cr vs Rs 1870 cr (YoY) (Positive)

*Happy Forging:* Net profit at Rs 71.4 cr vs Rs 55.3 cr, Revenue at Rs 361 cr vs Rs 343 cr (YoY) (Positive)

*Shaym Metalics:* Net profit at Rs 216 cr vs adjusted profit Rs 154 cr, Revenue at Rs 3614 cr vs Rs 2941 cr (YoY) (Positive)

*Innova Captab:* Net profit at Rs 35.0 cr vs Rs 22.9 cr, Revenue at Rs 318 cr vs Rs 282 cr (YoY) (Positive)

*Constronics Infra:* Net profit at Rs 1.22 cr vs Rs 0.07 cr, Revenue at Rs 13.8 cr vs Rs 0.65 cr (YoY) (Positive)

*Vipul Ltd:* Net profit at Rs 1.14 cr vs Net loss of Rs 1.71 cr, Revenue at Rs 15.7 cr vs Rs 7.5 cr (YoY) (Positive)

*Cummins:* Net Profit at Rs 450.6 Cr vs poll of Rs 402.76 Cr, Revenue at Rs 2,492.3 Cr Vs poll of Rs 2,205.3 Cr (Positive)

*VaTech Wabag:* Net profit at Rs 70.6 cr vs Rs 60.2 cr, Revenue at Rs 700 cr vs Rs 665 cr (YoY) (Neutral)

🇮🇳Stocks in News*


*RVNL:* Company’s consortium emerges as lowest bidder for order worth Rs 19.17 Billion (Positive)

*Wipro:* Company announces strategic partnership with Relex solutions, (Positive)

*Krishna Institute of Medical Sciences:* Company expands to Kerala with a plan of establishing 3000 beds over the next 5 year (Positive)

*Shakti Pumps:* Company received work order for 3,174 pumps worth Rs. 116.36 Crores. (Positive)

*Reliance Power:* Company unit Rosa power, prepays another Rs. 485 crore debt to varde partners, becoming zero-debt Company, total prepayment of debt is Rs. 1,318 crore. (Positive)

*Waaree Energies:* Received order for supply of 180 Mwp solar modules. (Positive)

*Polycab:* Emerges L-1 bidder from BSNL's Bharat Net Project for Rs 1550 cr (Positive)

*Pricol:* Net profit at Rs 45.07 cr vs Rs 33.15 cr, Revenue at Rs 668 cr vs Rs 578 cr (YoY) (Positive)

*Ester:* Net profit at Rs 6.7 cr vs loss Rs 35 cr, Revenue at Rs 331 cr vs Rs 261 cr (YoY) (Positive)

*Aadhar Housing Fin:* Net profit at Rs 227.51 cr vs Rs 197.2 cr, NII at Rs 387 cr vs Rs 322 cr (YoY) (Positive)

*Beta Drugs:* Net profit at Rs 32.7 cr vs Rs 26.5 cr, Revenue at Rs 190 cr vs Rs 142 cr (YoY) (Positive)

*Endurance:* Net profit at Rs 203 cr vs Rs 154.5 cr, Revenue at Rs 2913 cr vs Rs 2545 cr (YoY) (Positive)

*Appolo Hospitals:* Net profit at Rs 380 cr vs Rs 233 cr, Revenue at Rs 5590 cr vs Rs 4850 cr (YoY) (Positive)

*Chambal Fert:* Net profit at Rs 536.37 cr vs Rs 448.36 cr, Revenue at Rs 4346 cr vs Rs 4933 cr (QoQ) (Positive)

*Blue Star:* Net profit at Rs 96 cr vs Rs 71 cr, Revenue at Rs 2276 cr vs Rs 1890 cr (YoY) (Positive)

*FDC:* Net profit at Rs 72.0 cr vs Rs 69.8 cr, Revenue at Rs 510 cr vs Rs 490 cr (YoY) (Positive)

*JB Chemicals:* Net profit at Rs 175.0 cr vs Rs 151 cr, Revenue at Rs 1001 cr vs Rs 882 cr (YoY) (Positive)

*Tata Steel:* Net Profit at Rs 833 crore versus poll Rs 139 crore, Revenues at Rs 53,905 crore versus poll Rs 53,734 crore (Positive)

*Sonata Software:* Net profit at Rs 110 cr vs Rs 124 cr, Revenue at Rs 2170 cr vs Rs 1913 cr (YoY) (Neutral)

*Usha Martin:* Net profit at Rs 110 cr vs Rs 110 cr, Revenue at Rs 890 cr vs Rs 780 cr (YoY) (Neutral)

*Power Grid:* Net profit at Rs 3793 cr vs Rs 3781 cr, Revenue at Rs 11277 cr vs Rs 11267 cr (YoY) (Neutral)

*Gujarat Gas:* Net profit at Rs 306.9 cr vs Rs 329.78 cr, Revenue at Rs 3781 cr Rs 4450 cr (QoQ) (Neutral)

*Gulf Oil:* Net profit at Rs 84.44 cr vs Rs 88.02 cr, Revenue at Rs 849 cr vs Rs 885 cr (QoQ) (Neutral)

*Kansai Nerolac:* Net profit at Rs 122.79 cr vs Rs 177.15 cr, Revenue at Rs 1951 cr Rs 1957 cr (YoY) (Neutral)

*Hindustan Zinc:* India government to exercise oversubscription option in offer for sale, to sell additional 0.51% stake in Hindustan zinc via oversubscription option (Neutral)

*Ultratech Cement:* Company unit increased its stake in Rsas AL Khaimah co. for white cement and construction materials PSC, Company unit increased its stake in Rsas AL Khaimah co. to 65.94% (Neutral)

*SpiceJet:* AGM to be held on or before December 31, 2024 (Neutral)

*Hindalco:* Novelis Q2 net sales at $4.30 bn, up 5% YoY. (Negative)

*Jindal Steel & Power:* Net profit at Rs 860 cr vs Rs 1390 cr, Revenue at Rs 11200 cr vs Rs 12250 cr (YoY) (Negative)

*JK Lakshmi Cement:* Net loss at Rs 13.9 cr vs Net Profit Rs 92.7 cr, Revenue at Rs 1230 cr vs Rs 71570 cr (YoY) (Negative)

*Delta Corp:* Net profit at Rs 26.9 cr vs Rs 69.4 cr, Revenue at Rs 188 cr vs Rs 261 cr (YoY) (Negative)

May this Diwali bring you a bright, prosperous future, just like the green glow of your portfolio! Happy Diwali! 🪔✨

Long term pick till 2027

HINDUSTAN ZINC👍🏻

My diwali pick 2024
1.HFCL
2.CESC
3.HEMISPHERE PROPERTY

Tata Sons IPO Impact

Tata Group has several cross-holdings

Not only Tata Sons owns stake in various listed Tata Group Companies

But also the Listed Tata Group companies own stake in Tata Sons

Who Owns Tata Sons?

Trusts own 65.2%

Mistry Family owns 18.4%

Tata Steel, Tata Motors, Tata Chemicals, Tata Power, Indian Hotels own anywhere between 1.1% to 3.1%

What Does Tata Sons Own?

Stakes in 14 listed companies - Rs 16.3 lakh cr

Zero debt with Cash Balance (including investments in mutual funds) of Rs 3042 cr

Tata Sons also owns stake in multiple unlisted entites and has JVs

Book Value of stakes in various unlisted entities - Rs 81282 cr

Entities inlcude the likes of Air India, Vistara, Tata Advanced Systems, Tata Digital, Tata Capital, Tata Realty, Tata Electronics and many others

What Could Be The Value Of Tata Sons?

Estimated Value* - Rs 9,79,764 cr
(*assuming 50% holdco discount and 2x book value of unlisted entities)

Impact On Listed Entities
Value unlocking/Value discovery

#tatasons #tatasonsipo #TataChemical #tatatrust #IPO #IPOListing

New stock up🚀🚀

https://www.instagram.com/p/DBWIfpyzzjw/?igsh=MWU2eGh0NXJrdjJ1OA==

❤️❤️❤️

React aane do 🚀🚀💸

Line se☝🏻☝🏻

One more upper circuit 🚀💸

New special wedding and diwali stock

https://www.instagram.com/reel/DBJZLOjiIhn/?igsh=MW9vanZrZDFoejlqbQ==

3rd upper circuit 🚀❤️

Go n check out

Stock for this week

https://www.instagram.com/reel/DATZSAuCtGR/?igsh=MXY3bjltd3M2Z2k4ag==

Back to back