LIVE COMMENTARY STOCK MARKET IPO GMP & FUNDAMENTAL

LAXMI ORGANIC Q3 :CONS NET PROFIT UP 8 % AT 29.3 CR (YOY), UP 4 % (QOQ)

REVENUE UP 13 % AT 786  CR  (YOY) ,UP 2 % (QOQ)

EBITDA UP 43 % AT 74.6 CR (YOY),FLAT %(QOQ)

MARGINS AT 9.5 % V 7.52 % (YOY), 9.78% (QOQ)

SIP amount required to achieve ₹1 Crore by age 60:

1. At age 25: ₹1.56K
2. At age 30: ₹2.86K
3. At age 35: ₹5.32K
4. At age 40: ₹10.1K
5. At age 45: ₹20K
6. At age 50: ₹43.4K

Few Costly Stocks (PE Wise)
Company: PE

1) Delhivery: 756x
2) PTC Ind: 578x
3) Piramal Pharma: 532x
4) Signature Global: 306x
5) Zomato: 295x
6) TVS Supply: 227x
7) Kaynes Tech: 210x
8) Inox Green: 195x
9) Inox Wind: 180x
10) Allied Blender: 175x
11) Dixon Tech: 170x
12) GE Power: 165x
13) Trent 163x
14) V2 Retail: 162x
15) Netweb Tech: 150x

JioStar, formed by Star India and Viacom18, has increased IPL 2025 ad rates by 15%.

A 10-second TV spot now costs ₹18 lakh, compared to ₹16.4 lakh in 2024. Digital advertising rates have also been revised: mobile ads are priced at ₹340 CPM, connected TV (CTV) ads at ₹650 CPM, and CTV spot buys at ₹7.5 lakh per 10-second slot.

These changes reflect the growing demand for IPL advertising as brands leverage its massive audience reach.

Anand Rathi Wealth Q3 Results 🚀

○ Profit zooms 33.2% to ₹77.3 crore vs ₹58 crore, YoY 📈

○ Revenue rises 29.9% to ₹237 crore vs ₹182.4 crore, YoY 💰

○ EBITDA jumps 34.1% to ₹107 crore vs ₹79.8 crore, YoY 📊

○ Margin expands 150 bps to 45.2% vs 43.7%, YoY 🔝

Kotak Mahindra Bank Before Covid 2020: ₹1750

Kotak Mahindra Bank Today Today 2025: ₹1750

# Stability.

Profit in march 2020 - 8600 cr
Profit in march 2024 - 18000 cr
Profit in march 2025 - upwards of 23000 cr

Hope 2025 it will fire

Adani Group Announces ₹65,000 Crore Investment in Chhattisgarh

₹60,000 crore for power plant expansion in Raipur, Korba, and Raigarh, adding 6,120 MW capacity.

₹5,000 crore for cement plant development.

CONCORD BIO IN FOCUS

CONCORD BIOTECH: CO TO SUPPLY INJECTABLES IN EMERGING MARKET IN PHASE 2  EYE 5 - 6B SALES FROM INJECTABLE UNIT  CO HOPES TO ACHIEVE 25% CAGR GROWTH IN REVENUE UP FROM 18 %: INFORMIST MEDIA

SOBHA Q3 BIZ UPDATES

Total Sales Value Down 29 % To 1388 Cr YOY, Up 18 % QOQ

Sales value - Sobha Share Down 28 % To 1249 Cr YOY, Up 27 % QOQ

Average Price Realization (Rs. / sft) Up 16 % To 13663 (YOY), Up 8 % QOQ

SOBHA Share At 90 % V 88.9 % YOY, 83.4 % QOQ

Few Companies With Order Book

1) L&T: 4,70,000 Cr
2) BHEL: 1,60,000 Cr
3) HAL: 95,000 Cr
4) NBCC: 85,000 Cr
5) BEL: 75,000 Cr
6) NCC: 52,500 Cr
0) Sumitresearch
7) KEC Intl: 42,500 Cr
8) Mazagon Dock: 37,000 Cr
9) Siemens: 21,600 Cr
10) Sona BLW: 21,500 Cr
11) Cochin Ship: 21,400 Cr
12) Patel Engg: 19,100 Cr
13) BEML: 15,100 Cr
14) HCC: 14,700 Cr
15) EIL: 11,500 Cr

DELHI TO VOTE IN A SINGLE PHASE ON FEBRUARY 5; COUNTING OF VOTES ON FEBRUARY 8

UCO Bank Q3 Business update

Total Business Up 12.2 % To ₹4.88 Lkh Cr (YOY), Up 2.95% QoQ

Total Advances Up 16.2 % To  ₹2.08 Lkh Cr YOY, Up 5.05% QoQ

Total Deposits Up 9.37 % To ₹2.80 Lkh Cr, Up 1.45% QoQ

Domestic Advances up 5.17 % To ₹1.83 Lkh Cr YOY , Up 5.17% QoQ

Domestic Deposits Up 7.29 % To  ₹2.65 Lk Cr YOY , Up 0.38% QoQ

CASA Ratio at 37.96 V 39.25 % YOY

FundFlow | #FIIs net sell ₹4,227.25 crore while #DIIs net buy ₹820.60 crore in equities today (provisional)

NHPC: GOVT SANCTIONS SCHEME OF AMALGAMATION BETWEEN LANCO TEESTA AND NHPC

JM FINANCIAL: CO RECEIVES ADMINISTRATIVE WARNING FROM SEBI || WARNING RELATED TO IPO OF CLIENT WESTERN CARRIER (INDIA) LIMITED

MOTORCYCLE SALES DOWN 16 % TO 2.98 LKH UNITS YOY

SCOOTER SALES DOWN 33 % TO 26,390 UNITS YOY

DOMESTIC SALES DOWN 22 % TO 2.94 LKH UNITS YOY

EXPORTS SALES UP 91 % TO 30,754 UNITS YOY

2024 Market Summary.

SJVN : SJVN signs MoU with Govt. of Bihar for 1000 MW Hathidah Durgawati PSP for development of 1000 MW Hathidah Durgawati Pumped Storage Project and other PSPs in state of Bihar.

Proposed on river Durgawati in distt. Kaimur, Bihar, the Hathidah Durgawati PSP, with an installed capacity of 1000 MW (4x250 MW), is designed to generate a daily peak energy of 6.325 Million Units (MU) and an annual peak energy of 2308.65 MU.

The estimated project cost is ₹5,663 crore, with a levelized tariff of ₹9.39 per kWh (assuming a pumping energy rate of ₹3 per kWh) based on February 2024 price levels.

Currently, SJVN is developing about 12000 MW of PSPS in various states such as Maharashtra, Karnataka, Mizoram and Himachal Pradesh.

WAAREE RENEWABLE TECH: CO GETS 2 GW SOLAR EPC ORDER WITH JINDAL RENEWABLES - RS

🚨 FIIs offload shares worth ₹22,151 Cr in the past 9 sessions 😳

FIIs this holiday season:

𝐒𝐭𝐨𝐜𝐤𝐬 𝐰𝐢𝐭𝐡 𝐭𝐡𝐞 𝐇𝐢𝐠𝐡𝐞𝐬𝐭 𝐅𝐈𝐈 𝐇𝐨𝐥𝐝𝐢𝐧𝐠𝐬!📊🎯

1.IIFL WEALTH MANAGEMENT
FII Holdings-65.6%

2.IXIGO
FII Holdings-59.8%

3.REDINGTON
FII Holdings-58.0%

4.MAX HEALTHCARE INSTITUTE
FII Holdings-57.3%

5.HDFC BANK
FII Holdings-48.0%

6.ICICI BANK
FII Holdings-46.2%

7.APOLLO HOSPITALS
FII Holdings-45.4%

8.TBO TEK LTD.
FII Holdings-43.1%

9.COFORGE
FII Holdings-42.1%

10.AU SMALL FINANCE BANK
FII Holdings-40.7%

11.CROMPTON GREAVES CONSUMER ELEC.
FII Holdings-36.0%

12.MAHANAGAR GAS
FII Holdings-34.2%

Vishnu Prakash R Punglia ; Co. has been registered under RDSO's vendor directory for fabricating steel bridge girders.

This approval allows the company to manufacture open web, composite, and steel plate girders for its projects, reducing dependency on other vendors.

The next quality audit is due in 2029.

DEEP INDUSTRIES: CO INFORMS ABOUT RAISING OF FUNDS BY WAY OF ISSUANCE OF EQUITY SHARES OF THE CO FOR AN AGGREGATE AMOUNT NOT EXCEEDING RUPEES 350 CR BY WAY OF QIP

SURANA TELECOM; Board Approved Selling, leasing, or disposing of the 5 MW Solar Power Plant (Munipally, Telangana) through a slump sale or other means, with a consideration ranging between Rs 30 Crores and Rs 35 Crores

NALCO , HINDALCO:

China to cut import tariffs on some recycled copper and aluminium raw materials - Reuters

Import tariffs will be reduced on ethane, recycled metals, and materials for green development, as well as medical and surgical items like CAR-T therapy tools and implant wires.

FundFlow | #FIIs net sell ₹1,323.29 crore while #DIIs net buy ₹2,544.64 crore in equities today (provisional)

No one is coming,
To push you.

No one is coming,
To turn your TV off.

No one is coming,
To force you to work out.

No one is coming,
To stop you from scrolling your phone.

Dear friends,

This life is 100% your responsibility.

BHEL IN FOCUS

BHEL: SOLE BIDDER IN AMARKANTAK AND SATPURA POWER PLANT BIDDING || CO BEEN WINNER INRS 35,000 CR OF FRESH ORDERS

TATA POWER: CO SIGNS MOU WITH ASIAN DEVELOPMENT BANK FOR US$4.25B TO FINANCE KEY CLEAN ENERGY POWER PROJECTS

ARVIND & CO. ; The company has been renamed Arvind Port and Infra Limited, effective November 8, 2024, following approval from the Ministry of Corporate Affairs.

RAYMOND ; Update On proposed Scheme of Arrangement of Raymond Limited (the ‘Demerged Company’ or ‘RL’) and Raymond Realty Limited (the ‘Resulting Company’ or ‘RRL’)

BSE and NSE issued "No adverse observation/No objection" letters for the proposed Scheme on November 21, 2024.

Today’s Chanakya Exit polls

Maharashtra 2024
Seat Projection
BJP+ 175 ± 11 Seats
Cong+ 100 ± 11 Seats
Others 13 ± 5 Seats

what's your reaction?
👍👎

Gautam Adani's net-worth drops by 17%
Slips to world's 25th richest person.

AdaniGroup Lost ₹2 lkh Crore for ₹2,000 Crore's Bribe.

SJVN ; Company has signed a Memorandum of Understanding (MoU) with Energy Department, Government of Rajasthan to spearhead the development of renewable energy in the state

Under the MoU, SJVN would develop 5 GW Pumped Storage Projects and 2 GW Floating Solar Projects in the state.

Both the parties have agreed to collaborate for development of  renewable energy on long term basis.

AFCONS INFRASTRUCTURE: CO GOT LETTER OF ACCEPTANCE FOR PROJECT BID OF 12.74B RUPEES FROM UTTARAKHAND PROJECT DEVELOPMENT AND CONSTRUCTION CORPORATION LTD FOR CIVIL WORKS

Equity Fund Flow

BREAKING: Kenyan president cancels recently signed 30-year Adani deal to build power lines, and ongoing Adani plan to take over country's main international airport due to "new information provided by partner nations" after Indian billionaire was indicted for fraud in in New York

#BREAKING

Adani Group:

Market Cap Contribution

1) Adani Ent: 22%
2) Adani Port: 19%
3) Adani Green: 16%
4) Adani Power: 14%
5) Ambuja Cem: 10%
6) Adani Energy: 7%
7) Adani Total: 5%
8) Adani Wilmar: 3%
9) ACC: 3%

Profit Contribution (TTM)

1) Adani Power: 33%
2) Adani Port: 26%
3) Adani Ent: 16%
4) Ambuja Cem: 10%
5) ACC: 5%
6) Adani Green: 4%
7) Adani Wilmar: 3%
8) Adani Total: 2%
9) Adani Green: 1%

Companies With Highest PE

NewsFlash | #Olaelectric  is laying off close to 500 employees, the exercise is aimed at optimizing efficiency, profitability and margins, sources to #Parikshitl

Alert: Ola Electric declined to comment immediately on queries regarding retrenchment of employees

JYOTI LTD: Company has secured Purchase orders of Rs.12.75 Crore (Excluding GST) for Design, Manufacturing, Testing, Supply & Supervision of Erection, Commissioning of 11 Vertical Turbine Pumps along with mandatory Spares for Southern Link Phase - 2 and Northern Link Phase -2 located in the State of Gujarat

Tata Power:  Signs MoU with Asian Development Bank for US$4.25 Billion to Finance Key Clean Energy Power Projects

Company have signed a Memorandum of Understanding (MoU) coinciding with the ongoing Climate Conference (COP29) at Baku, Azerbaijan, to evaluate financing for its several strategic projects aimed at enhancing India’s power infrastructure and promoting renewable and clean energy.

The MoU outlines the evaluation of financing for several key ongoing projects such as the 966 MW Solar Wind Hybrid project and Pumped Hydro Storage Project and other projects in the pipeline around energy transition, decarbonization, and battery storage as well as ongoing financing for capex towards strengthening the distribution networks managed by Tata Power.

The total estimated project cost is approximately US $4.25 billion.

LIC: LIC has increased its shareholding in equity shares of LTIMindtree Ltd, from 1,49,06,665 to 2,08,34,009 i.e., 5.033% to 7.034% of the paid-up capital of the said Company.

PEARL GLOBAL INDUSTRIES: Q2 CONS NET PROFIT 584.7M RUPEES VS 396.8M (YOY); 653M (QOQ)

PEARL GLOBAL INDUSTRIES: Q2 REVENUE 12B RUPEES VS 9.6B (YOY)

PEARL GLOBAL INDUSTRIES: Q2 EBITDA 967M RUPEES VS 774.7M (YOY) || Q2 EBITDA MARGIN 8.05% VS 8.06% (YOY)

PEARL GLOBAL INDUSTRIES: CO DECLARED INTERIM DIVIDEND OF RUPEES 5 PER EQUITY SHARE

ZUARI IND Q2 :CONS NET LOSS AT  14.42CR  V 31.8 CR LOSS(YOY), V 33.34 CR LOSS (QOQ)

REVENUE DOWN 12 % AT  237.3CR  (YOY) ,UP 5% (QOQ)

EBITDA PROFIT AT 3.96CR V 13.4 CR LOSS (YOY),V 24.7 CR PROFIT (QOQ)

MARGINS 1.66% V -4.9% (YOY), 10.9% (QOQ)

YATRA ONLINE Q2 :CONS NET PROFIT OF 7.3 CR V 17.1 CR LOSS (YOY), UP 83 % (QOQ)

REVENUE UP 151 % AT 236 CR  (YOY) ,UP 135 % (QOQ)

EBITDA OF 9.24 CR V  8.42 CR LOSS (YOY),UP 100 %(QOQ)

MARGINS AT 3.9 % V -8.9 % (YOY),4.6 % (QOQ)

Repco Home Finance Reports #Q2Results 👇

👉Net Profit Up 14.4% At ₹108.7 Cr Vs ₹95 Cr (YoY)

👉NII Up 1.7% At ₹175.7 Cr Vs ₹172.7 Cr (YoY)

👉Gross NPA At ₹552 Cr Vs ₹583 Cr (QoQ)

👉Net NPA At ₹217 Cr Vs ₹223 Cr (QoQ)

SULA VINEYARDS: Q2 CONS NET PROFIT 144M RUPEES VS 231M (YOY); 146M (QOQ)

SULA VINEYARDS: Q2 REVENUE 1.4B RUPEES VS 1.43B (YOY)

SULA VINEYARDS: Q2 EBITDA 336M RUPEES VS 440M (YOY) || Q2 EBITDA MARGIN 23.79% VS 30.95% (YOY)

ASHOKA BUILDCON Q2 :CONS NET PROFIT UP 358% AT 457 CR (YOY), UP 204% (QOQ)

REVENUE UP 16% AT  2488.9CR  (YOY) ,UP 1% (QOQ)

EBITDA UP 66% AT 905.1CR (YOY),UP 51%(QOQ)

MARGINS 36.36% V 25.34% (YOY), 24.3% (QOQ)

POLYPLEX Q2 :CONS NET PROFIT UP 214 % AT 87.81 CR (YOY), UP 64% (QOQ)

REVENUE UP 11 % AT 1738 CR  (YOY) ,UP 3 % (QOQ)

EBITDA UP 57 % AT  190CR (YOY),UP 16 %(QOQ)

MARGINS AT 10.95 % V 7.7 % (YOY), 9.7 % (QOQ)

BHAGIRADHA CHEMICALS Q2 :CONS NET PROFIT DOWN 5% AT 5.44 CR (YOY), DOWN 5 % (QOQ)

REVENUE DOWN 15 % AT 103  CR  (YOY) ,DOWN 7 % (QOQ)

EBITDA DOWN 28 % AT 9.7 CR (YOY),DOWN 19 %(QOQ)

MARGINS AT 9.34 % V 11.02 % (YOY), 10.8 % (QOQ)

ASTRA MICROWAVE Q2 :CONS NET PROFIT DOWN 15% AT  25.4CR (YOY), UP 253% (QOQ)

REVENUE UP 21% AT  229CR  (YOY) ,UP 48% (QOQ)

EBITDA UP 18% AT 49.23CR (YOY),UP 105%(QOQ)

MARGINS 21.44% V 21.9% (YOY), 15.46% (QOQ)

BARBEQUE-NATION HOSPITALITY: Q2 CONS NET LOSS 72M RUPEES VS LOSS 124M (YOY); LOSS 48.6M (QOQ)

BARBEQUE-NATION HOSPITALITY: Q2 REVENUE 3B RUPEES VS 3B (YOY)

MAHANAGAR TELEPHONE NIGAM: CO DEFAULTED IN PAYMENT OF PRINCIPAL AND INTEREST TO 6 BANKS || DEFAULTED IN PAYMENT OF PRINCIPAL AND INTEREST OF 57.26 BLN RUPEES

EMS reports #Q2Results👇

👉Net profit up 9.5% at ₹49.7 cr vs ₹37.1 cr (YoY)

👉Revenue up 11% at ₹233.5 cr vs ₹210.5 cr (YoY)

👉EBITDA up 20.2% at ₹68.6 cr vs ₹57 cr (YoY)

👉Margin at 29.4% vs 27.1% (YoY)

GPT INFRAPROJECTS: Q2 CONS NET PROFIT 176M RUPEES VS 135M (YOY); 167.8M (QOQ)

GPT INFRAPROJECTS: Q2 REVENUE 2.9B RUPEES VS 2.34B (YOY)

GPT INFRAPROJECTS: Q2 EBITDA 309M RUPEES VS 314.7M (YOY) || Q2 EBITDA MARGIN 10.76% VS 13.47% (YOY)

GPT INFRAPROJECTS: CO DECLARED INTERIM DIVIDEND OF RUPEES 1 PER EQUITY SHARE

FAIRCHEM ORGANICS: Q2 SL NET PROFIT 40M RUPEES VS 103M (YOY); 138M (QOQ)

FAIRCHEM ORGANICS: Q2 REVENUE 1.38B RUPEES VS 1.52B (YOY)

FAIRCHEM ORGANICS: Q2 EBITDA 87.5M RUPEES VS 168M (YOY) || Q2 EBITDA MARGIN 6.32% VS 11.06% (YOY)

PNC Infra Reports #Q2Results 👇

👉Net Profit Down 43.6% At ₹83.5 Cr Vs ₹148 Cr (YoY)

👉Revenue Down 25.3% At ₹1,427 Cr Vs ₹1,911.4 Cr (YoY)

👉EBITDA Down 10.9% At ₹356.4 Cr Vs ₹399.8 Cr (YoY)

👉Margin At 25% Vs 20.9% (YoY)

VARUN BEVERAGES: CO TO ACQUIRE SBC TANZANIA FOR EQUITY VALUE OF $154.50M; TO ACQUIRE 100% STAKE OF SBC BEVERAGES GHANA AT AN EQUITY VALUE OF $15.06M || CO TO ACQUIRE 39.93% OF SHARE CAPITAL OF LUNARMECH TECHNOLOGIES FOR 2 BLN RUPEES

P N GADGIL JEWELLERS: Q2 SL NET PROFIT 323M RUPEES VS 215M (YOY); 348M (QOQ)

P N GADGIL JEWELLERS: Q2 REVENUE 20B RUPEES VS 13.6B (YOY)

P N GADGIL JEWELLERS: Q2 EBITDA 570M RUPEES VS 437M (YOY) || Q2 EBITDA MARGIN 2.85% VS 3.22% (YOY)

EVEREADY INDUSTRIES: Q2 CONS NET PROFIT 296M RUPEES VS 254M (YOY)

EVEREADY INDUSTRIES: Q2 EBITDA 470M RUPEES VS 463M (YOY) || Q2 EBITDA MARGIN 13.04% VS 12.70% (YOY)

FundFlow | FIIs Net Sell ₹3,024.31 Cr In Equities Today (Provisional)

DIIs Net Buy ₹ 1,854.46 Cr In Equities Today (Provisional)

🚗 Hyundai India Q2 📉

Net Profit: 🔻 16% to Rs 1,375 crore from Rs 1,628 crore last year.

Revenue: 💸 Dropped 7.5% to Rs 17,260 crore from Rs 18,660 crore.

Domestic Sales: 🏠 Down by 5.75% to 149,639 units from 158,772 units.

#JustIn | #PremierEnergies arm Premier Energies Intl & Premier Energies Photovoltaic Bags multiple order worth ₹560 cr.

BSE Sees An Opportunity In NSE's Potential Listing, It Will Be Great Sources Of Good Income: BSE MD

New Mainboard IPO UPDATE :-

Niva Bupa Health Insurance Limited

Date : 7-11 November
Issue Size : 2200 Cr
Fresh - 800 Cr
OFS - 1400 Cr

FV : 10
Retail : 10%

October Auto Sales | #TataMotors

Total Sales At 82,682 Units Vs CNBC-TV18 Poll Of 77,000 Units

Total Sales At 82,682 Units Vs 82,954 Units (YoY)

Total Domestic Sales At 80,839 Units Vs 80,825 Units (YoY)

Total CV Sales At 34,259 Units Vs 34,317 Units (YoY)

Total PV Sales (Including EV) At 48,423 Units Vs 48,637 Units (YoY)

NCC ; WINS RS 3496 CR ORDER IN OCT MONTH

ASHOKA BUILDCON; WINS RS 312 CR ORDER

Muhurat Trading session Today🎇

Pre Market Time
05:45 PM - 06:00 PM

Normal Market Time
06:00 PM - 07:00 PM

Closing Session Time
07:10 PM - 07:20 PM

#MuhuratTrading

Reasonable Names Post Reasonable Fall

Stock: % Fall

1) Chennai Petro -50%
2) PNC Infra : -45%
3) Maharashtra Seamless -43%
4) EIL : -40%
5) HUDCO : -39%
6) Sanofi : -39%
7) OIL India : -38%
8) IndusInd Bank: -37%
9) Birla Corp: -36%
10) Gujarat Ambuja: -36%
11) J&K Bank : -35%
12) JBM Auto : -35%
13) Adani Power -34%
14) Cera Sanitary: -34%
15) Birlasoft: -33%
16) IREDA: -32%
17) Kirloskar Bros: -32%
18) Bank of India: -32%
19) Hindustan Zinc: -31%
20) SKF India: -30%

Disc: No Reco

Excellent comparison between Hero MotoCorp and Bajaj Auto 🛵

NARAYANA HRUDAYALAYA Q2 :CONS NET PROFIT DOWN 12 % AT 199 CR (YOY), DOWN 1% (QOQ)

REVENUE UP 7 % AT 1400 CR  (YOY) ,UP 4 % (QOQ)

EBITDA FLAT% AT 308.4 CR (YOY),UP 2%(QOQ)

MARGINS AT 22.02 % V 23.6 % (YOY),22.6 % (QOQ)

Flows in Cash Marker on 31-October-2024 👇

👎 FII net sold ₹5813 cr
👍 DII net bought ₹3514 cr

MARINE ELECTRICALS: CO RECEIVED ORDER WORTH 51.3M RUPEES FOR SUPPLY OF NAVIGATIONAL RADAR AND COTS RADAR I-BAND

TATA INVESTMENT CORP: Q2 CONS NET PROFIT 1.24B RUPEES VS 1.24B (YOY); 1.31B (QOQ)

TATA INVESTMENT CORP: Q2 REVENUE 1.42B RUPEES VS 1.24B (YOY)

SIEMENS INDIA ; Update On Demerger

Guilherme Vieira De Mendonca is appointed as Managing Director and CEO, and Harish Shekar as Executive Director and CFO of the Resulting Company SIEMENS ENERGY

Mendonca and Shekar currently serve as Head of Energy Business and Head of Accounting and Controlling at the Demerged Company. Shekar is also a Non-executive, Non-Independent Director of the Resulting Company.

AGS TRANSACT TECH: Q2 CONS

NET PROFIT 151.7M RUPEES VS LOSS 609M (YOY); PROFIT 138M (QOQ)

REVENUE 3.52B RUPEES VS 3.77B (YOY)

EBITDA 882M RUPEES VS 74M (YOY)

EBITDA MARGIN 25.10% VS 1.97% (YOY)

M&M: MAHINDRA GROUP TO LAUNCH ITS FIRST GROUND UP BEV ON NOVEMBER 26 - CNBCTV18

Latest GMP

Afcons -5
Swiggy 21

No Rates in other IPOs

BF UTILITIES Q2

NET LOSS AT 0.97 CR V 1.46 CR PROFIT YOY

REVENUE AT 8.92 CR V 10.29 CR YOY

EBITDA AT 0.8 CR V 1.14 CR YOY

MARGINS AT 8.91 % V 11.08 % YOY

TAKE SCREENSHOT OR SAVE THIS MESSAGE 👇


17 Companies that reported Outstanding Growth in Sales and Profit for Q2 FY 25

QoQ Sales Growth > 30%
YoY Sales Growth > 30%
QoQ Profit > 30%
YoY Profit > 30%


1) Avantel Ltd

🔹M Cap : ₹4,082 Cr
🔹CMP : ₹168
🔹P/E : 66.2
🔹QoQ Sales Growth : 49.56%
🔹YoY Sales Growth : 42.53%
🔹QoQ Profit : 191.71%
🔹YoY Profit : 41.05%

2) Summit Securities Ltd:

🔹M Cap : ₹2,864 Cr
🔹CMP : ₹2,627
🔹P/E : 25.2
🔹QoQ Sales Growth : 411.90%
🔹YoY Sales Growth : 100.19%
🔹QoQ Profit : 2456.12%
🔹YoY Profit : 96.11%

3) Arvind SmartSpaces Ltd:

🔹M Cap : ₹3,865 Cr
🔹CMP : ₹848
🔹P/E : 56.4
🔹QoQ Sales Growth : 256.63%
🔹YoY Sales Growth : 265.46%
🔹QoQ Profit : 822.08%
🔹YoY Profit : 370.95%

4) Timex Group India Ltd:

🔹M Cap : ₹1,572 Cr
🔹CMP : ₹156
🔹P/E : 60.8
🔹QoQ Sales Growth : 60.19%
🔹YoY Sales Growth : 37.77%
🔹QoQ Profit : 632.92%
🔹YoY Profit : 61.91%

5) Moschip Technologies Ltd:

🔹M Cap : ₹4,461 Cr
🔹CMP : ₹235
🔹P/E : 266
🔹QoQ Sales Growth : 56.35%
🔹YoY Sales Growth : 74.85%
🔹QoQ Profit : 144.47%
🔹YoY Profit : 168.04%

6) Servotech Power Systems Ltd:

🔹M Cap : ₹3,936 Cr
🔹CMP : ₹177
🔹P/E : 193
🔹QoQ Sales Growth : 87.00%
🔹YoY Sales Growth : 171.66%
🔹QoQ Profit : 140.08%
🔹YoY Profit : 278.07%

7) EFC (I) Ltd:

🔹M Cap : ₹ 2,540 Cr
🔹CMP : ₹510
🔹P/E : 28.7
🔹QoQ Sales Growth : 63.10%
🔹YoY Sales Growth : 70.25%
🔹QoQ Profit : 131.83%
🔹YoY Profit : 248.55%

8) Essen Speciality Films Ltd:

🔹M Cap : ₹1,257 Cr
🔹CMP : ₹607
🔹P/E : 87.5
🔹QoQ Sales Growth : 34.04%
🔹YoY Sales Growth : 36.21%
🔹QoQ Profit : 131.22%
🔹YoY Profit : 33.33%

9) Network People Services Technologies Ltd:

🔹M Cap : ₹5,573 Cr
🔹CMP : ₹2,875
🔹P/E : 111
🔹QoQ Sales Growth : 67.23%
🔹YoY Sales Growth : 140.44%
🔹QoQ Profit : 103.93%
🔹YoY Profit : 202.71%

10) Manorama Industries Ltd:

🔹M Cap : ₹5,466 Cr
🔹CMP : ₹917
🔹P/E : 90.8
🔹QoQ Sales Growth : 46.48%
🔹YoY Sales Growth : 65.99%
🔹QoQ Profit : 97.27%
🔹YoY Profit : 210.22%

11) Apollo Micro Systems Ltd:

🔹M Cap : ₹ 3,047 Cr
🔹CMP : ₹99.4
🔹P/E : 63.8
🔹QoQ Sales Growth : 76.22%
🔹YoY Sales Growth : 84.39%
🔹QoQ Profit : 84.32%
🔹YoY Profit : 139.73%

12) National Standard (India) Ltd:

🔹M Cap : ₹9,000 Cr
🔹CMP : ₹4,500
🔹P/E : 543
🔹QoQ Sales Growth : 12566.67%
🔹YoY Sales Growth : 630.77%
🔹QoQ Profit : 81.82%
🔹YoY Profit : 71.43%

13) Dolphin Offshore Enterprises (India) Ltd:

🔹M Cap : ₹2,205 Cr
🔹CMP : ₹551
🔹P/E : 101
🔹QoQ Sales Growth : 100.60%
🔹YoY Sales Growth : 716.10%
🔹QoQ Profit : 71.13%
🔹YoY Profit : 266.01%

14) Vintage Coffee & Beverages Ltd:

🔹M Cap : ₹1,540 Cr
🔹CMP : ₹125
🔹P/E : 77.2
🔹QoQ Sales Growth : 63.87%
🔹YoY Sales Growth : 137.82%
🔹QoQ Profit : 65.05%
🔹YoY Profit : 214.23%

15) Meghmani Organics Ltd:

🔹M Cap : ₹2,488 Cr
🔹CMP : ₹97.8
🔹P/E : -ve
🔹QoQ Sales Growth : 31.41%
🔹YoY Sales Growth : 43.61%
🔹QoQ Profit : 44.69%
🔹YoY Profit : 39.57%

16) The Anup Engineering Ltd:

🔹M Cap : ₹5,733 Cr
🔹CMP : ₹2,866
🔹P/E : 48.0
🔹QoQ Sales Growth : 30.21%
🔹YoY Sales Growth : 34.34%
🔹QoQ Profit : 35.53%
🔹YoY Profit : 48.76%

17) Lloyds Engineering Works Ltd:

🔹M Cap : ₹8,169 Cr
🔹CMP : ₹71.4
🔹P/E : 84.0
🔹QoQ Sales Growth : 56.66%
🔹YoY Sales Growth : 74.21%
🔹QoQ Profit : 31.72%
🔹YoY Profit : 48.75%

AIA ENGINEERING Q2 CONS

NET PROFIT AT 261CR Vs 319CR (YOY)

REVENUE AT 1040CR Vs 1290CR (YOY)

EBITDA AT 275CR Vs 440CR (YOY)

MARGIN AT 26.75% Vs 29.51%  (YOY)

Adani Enterprises announces highest half-yearly EBIDTA in H1FY25 results with an increase of revenue by 14% to INR 49,263 crore.

Listen in to Jugeshinder (‘Robbie’) Singh, Group CFO, Adani Group as he shares the details!

HIND RECTIFIERS: Q2 EBITDA 183M RUPEES VS 106M (YOY) || Q2 EBITDA MARGIN 11.04% VS 8.05% (YOY)

POOR YOY

KRN HEAT EXCHANGER AND REFRIGERATION: Q2 CONS NET PROFIT 123M RUPEES VS 86M (YOY)

JTL INDUSTRIES DOUBLES CAPACITY

CO UPDATES REGARDING SUCCESSFUL EXPANSION OF RAIPUR’S FACILITY FROM 1,00,000 MTPA TO 2,00,000 MTPA

VARDHMAN TEXTILES: Q2 CONS NET PROFIT 1.97B RUPEES VS 1.3B (YOY)

VARDHMAN TEXTILES: Q2 INCREASE IN PROFIT OF 51.54% FROM PREVIOUS

BIG BEAT YOY

INSOLATION ENEGY BAGS RS 500 CR ORDER

Co. For the first time ever, Co. have been awarded single largest contract value of Rs. 500.50 Cr by Rajasthan Renewable Energy Corporation Ltd (RREC) for Design, Supply, Erection, Testing and Commissioning including comprehensive Operation and Maintenance (O&M) for 25 (Twenty-Five) years from the date of commissioning of Rooftop Solar (RTS) photovoltaic power Projects on State Government buildings State Government undertakings buildings in Rajasthan under Hybrid Annuity Mode (HAM) for Ajmer, Jaipur and Kota Circle/Districts.

ASK AUTO Says Our Margins will Further Improve In Next Financial year

Will Commission Bengaluru Unit Next Quarte

Will See Further Improvement In Margin In FY25 As New Plants Get Operational ; ASK Automotive

Debt Level Remains At A Comfortable Level

GMR AIRPORTS Management says ₹6,000 Cr Of Promoter Entity Debt Getting Refinanced By Long-Term Debt From ADIA

SC Says Regulator Can't Go Against  Arbitral Award By TDSAT

Promoter Debt Backed By Loan Against Shares Typically Are 18 Months To 3 Years In Duration

We Are Not A QoQ Play, There Is Seasonality

Q2 and H12025 Adani Group Companies EBITDA and Net Profit. Another blockbuster Qtr for the Group

MS on Adani Ports
OW, TP Raised to Rs 1648
Port revenue & EBITDA grew 10% (MSe: 11%) and 13% (MSe: 11%), respectively.
Logistics revenue and EBITDA grew +22% (MSe: -5%) and 7% (MSe: -37%).
Net debt/EBITDA improved to 2x (F24: 2.3x)
B/S & cash flows remain strong


CLSA on Adani Ports
O-P, TP Rs 1764
1HFY25: Mundra traffic +18% vs all ports +9% YoY
2QFY25: diversified mix helps; resurgence of Mundra, rec PAT +11% YoY
Many strategic moves; delivered on deleveraging
ADSEZ: Ebitda likely to be at higher-end of FY25 guidance

UBS on Adani Ports
Neutral, TP Rs 1700
Sequentially flattish results
Colombo/Vizhinjam can be key surprises
Container volumes driving growth, Gangavaram still below trend in 2QFY25
Flattish coal volumes, logistics growth

CUES FOR TODAY

Market Texture Improves?
- 2 Days of the Nifty ending at Day’s High Point
- Nifty Bank led the rally, crossed 20, 50 and 100 DMA
- FII Cash selling abates, shorts covered in Index Futures

Wall Street Overnight
Dow -0.36%
Nasdaq +0.78%
- US Elections next week

After Hours Trade:
- Alphabet +5% on strong earnings
- Results Today: Meta & Microsoft

Key Q: Will we build on to this rally? On the way up, crossing 24500 important

2 Trends To Track:
1) FII Cash selling stabilizes
Oct 25    -3037 Cr
Oct 28    -3228 Cr
Oct 29    -549 Cr

2) FIIs reducing Net Shorts in Index Futures
Oct 23    -1.7 Lk Net exposure
Oct 29    -0.91 lk Net exposure
FII Longs grow from 33% to 40% in 5 sessions

Nifty Levels To Cross
- 100 DMA  24634
- 20 DMA 24832

SWIGGY
IPO Press Conference Today

STOCKS IN FOCUS
Key Earnings Today: L&T, Dabur, Tata Power, Biocon

Marico: Largely In-Line, Good Numbers – Domestic Volumes +5%

CONCOR: H1FY25 volume growth below guidance

Star Health: Operating Profit down 79% YoY

Hitachi Energy: Revenue up 25%, margin expands 53 bps YoY; Order inflow up 12%

DIXON & ESCORTS: Out of F&O Ban

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)

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)

MOTISONS JEWELLERS: Q2 SL NET PROFIT 104M RUPEES VS 52M (YOY); 63M (QOQ)

MOTISONS JEWELLERS: Q2 REVENUE 1.1B RUPEES VS 901M (YOY)

MOTISONS JEWELLERS: Q2 EBITDA 174M RUPEES VS 131M (YOY) || Q2 EBITDA MARGIN 15.95% VS 14.56% (YOY)

Equity Fund Flow

KCP SUGAR & INDUSTRIES CORP: Q2 CONS NET PROFIT 202M RUPEES VS 279M (YOY); 541M (QOQ)

KCP SUGAR & INDUSTRIES CORP: Q2 REVENUE 737M RUPEES VS 935M (YOY)

KCP SUGAR & INDUSTRIES CORP: Q2 EBITDA LOSS 13.7M RUPEES VS PROFIT 115M (YOY)

ENGINEERS INDIA: Q2 CONS NET PROFIT 1B RUPEES VS 1.3B (YOY)

ENGINEERS INDIA: Q2 EBITDA 624M RUPEES VS 985M (YOY) || Q2 EBITDA MARGIN 9.06% VS 1248% (YOY)

SBI CARDS AND PAYMENT SERVICES: Q2 SL NET PROFIT 4B RUPEES VS 6.03B (YOY)