Publications du canal Sridhar Balakrishnan 🇮🇳🏆💰

*Punjab National Bank Ltd.* | *CMP* Rs. 101 | *M Cap* Rs. 120389 Cr | *52 W H/L* 143/67
(Nirmal Bang Retail Research)
*Result is ok*
NIM and slippage awaited

Advances came at Rs. 1019595 Cr (15% YoY, 3.6% QoQ)
Net Interest Income came at Rs. 10517 Cr vs expectation of Rs. 10660 Cr, YoY Rs. 9923 Cr, QoQ Rs. 10476 Cr
Non Interest Income came at Rs. 4572 Cr vs expectation of Rs. 3450 Cr, YoY Rs. 3028 Cr, QoQ Rs. 3610 Cr
PBP came at Rs. 6853 Cr vs expectation of Rs. 7038 Cr, YoY Rs. 6216 Cr, QoQ Rs. 6581 Cr
Provisions came at Rs. 288 Cr vs expectation of Rs. 1515 Cr, YoY Rs. 3444 Cr, QoQ Rs. 1312 Cr
Credit Cost came at 0.1% vs QoQ 0.5% & YoY 1.5%
Adj. PAT came at Rs. 4303 Cr vs expectation of Rs. 3334 Cr, YoY Rs. 1756 Cr, QoQ Rs. 3252 Cr
Gross NPA came at Rs. 47582 Cr vs QoQ Rs. 51263 Cr at 4.48% vs QoQ 4.98%
Net NPA came at Rs. 4674 Cr vs QoQ Rs. 5930 Cr at 0.46% vs QoQ 0.60%
Quarter EPS is Rs. 3.7
Stock is trading at P/E of 6.9x FY26E EPS & 1x trailing P/Adj. BV

*Supriya Lifescience Ltd.* | *CMP* Rs. 560 | *M Cap* Rs. 4506 Cr | *52 W H/L* 670/240
(Nirmal Bang Retail Research)
*Result has improved*
Revenue from Operations came at Rs. 166.1 Cr (3.4% QoQ, 18.6% YoY) vs QoQ Rs. 160.6 Cr, YoY Rs. 140.1 Cr
EBIDTA came at Rs. 64.7 Cr (3.5% QoQ, 103.8% YoY) vs QoQ Rs. 62.5 Cr, YoY Rs. 31.8 Cr
EBITDA Margin came at 39% vs QoQ 38.9%, YoY 22.7%
Adj. PAT came at Rs. 46.1 Cr vs QoQ Rs. 44.6 Cr, YoY Rs. 23.9 Cr
Quarter EPS is Rs. 5.7
Stock is trading at P/E of 28.6x TTM EPS

Photo from Sridhar Balakrishnan

Photo from Sridhar Balakrishnan

Photo from Sridhar Balakrishnan

Photo from Sridhar Balakrishnan

📊 Bharti Airtel Q2 FY25 net profit nearly triples to Rs 3,593 crore; tariff hikes, growth in India and Africa boost earnings 📊

📮 Bharti Airtel's Q2 FY25 net profit surged 167 percent to Rs 3,593 crore from Rs 1,341 crore a year earlier, driven by strong performance in its India and Africa businesses. Despite the substantial growth, the net profit figure missed Street expectations of Rs 4,398 crore, based on Bloomberg's poll of brokerage estimates. The company’s revenue from operations for the July-September quarter rose 12 percent year-on-year to Rs 41,473 crore.

📮 Bharti Airtel's India revenue grew 16.9 percent on-year to Rs 31,561 crore, led by a robust 18.5 percent growth in the mobile services segment, which benefited from tariff hikes and increased smartphone penetration. The average revenue per user (ARPU) for its India mobile segment rose to Rs 233, up from Rs 203 a year ago, amid Bharti Airtel’s ongoing efforts to optimise customer mix and premiumise its base.

#BhartiAirtel

- #NetProfit 35.9B rupees vs 41.6B (QoQ)
- #Revenue 414.7B rupees vs 385B (QoQ)
- EBITDA 229B #rupees vs 206.2B (QoQ)
- #EBITDA margin 55.26% vs 53.55% (QoQ)

🌟Bharti Airtel announced strong Q2 results:

➡️Revenues grew to Rs 41,473 crore (+12%)📈 YoY
➡️Net Profit surged to Rs 3,593 crore (+167%)🔥 YoY
➡️EBITDA rose to Rs 22,021 crore (+12%)📈 YoY
➡️ARPU stood at Rs 233 Vs 203 YoY🟢
➡️Overall customer base spanned around 563 million🌟

🇮🇳India Daybook – Stocks in News..


*Prestige:* Company has acquired approximately 17.45 acres of prime land in Whitefield, Bengaluru. (Positive)

*NBCC:* Company wins Rs 1,726 crore contract for various redevelopment projects in Goa (Positive)

*Supreme Industries:* Company received approval to manufacture and market 265 ltr type-IV composite CNG cylinders from petroleum and explosive safety organization (Positive)

*Cellecor Gadgets/Dixon:* Company announces its partnership with Dixon technologies, collaboration aims to expand Cellecor's product lineup by manufacturing high-quality washing machines (Positive)

*DCX Systems:* Company unit got export orders from Lockheed martin global INC, USA for US $ 45,199,440 (Positive)

*JSW Energy:* Company unit has entered into technology licensing agreement with Sany renewable energy Company (Positive)

*Aegis Logistics:* The company proposed IPO of Aegis Vopak Terminals Limited, Material Subsidiary of the Company. (Positive)

*NTPC:* SEBI approves IPOs of NTPC Green Energy. (Positive)

*Deepak NTR:* DPL and Petronet signs agreement for offtake of 250 KTPA of Propylene and 11 KTPA of Hydrogen (Positive)

*Dr. Reddy's:* Company launches Elobixibat, a first-in-class drug to treat chronic constipation in India (Positive)

*Nesco:* Net profit at Rs 110 cr vs Rs 87.8 cr, Revenue at Rs 190 cr vs Rs 175 cr. (YoY) (Positive)

*J. Kumar Infraprojects:* Net profit at Rs 90.1 cr vs Rs 73.4 cr, Revenue at Rs 1290 cr vs Rs 1100 cr. (YoY) (Positive)

*Shaily Engineering:* Net profit at Rs 21.9 cr vs Rs 10.8 cr, Revenue at Rs 190 cr vs Rs 157 cr. (YoY) (Positive)

*SJS Enterprises:* Net profit at Rs 29 cr vs Rs 19 cr, Revenue at Rs 192 cr vs Rs 163 cr. (YoY) (Positive)

*Sarla Performance:* Net profit at Rs 19.2 cr vs Rs 6.5 cr, Revenue at Rs 113 cr vs Rs 95.8 cr. (YoY) (Positive)

*Iris Business:* Net profit at Rs 3.9 cr vs Rs 1.3 cr, Revenue at Rs 31 cr vs Rs 24 cr. (YoY) (Positive)

*JSW Infra:* Net profit at Rs 373 cr vs Rs 255 cr, Revenue at Rs 1001 cr vs Rs 848 cr. (YoY) (Positive)

*Gillette:* Net profit at Rs 133 cr vs Rs 92 cr, Revenue at Rs 781 cr vs Rs 667 cr. (YoY) (Positive)

*Northern arc:* Net profit at Rs 96 cr vs Rs 79 cr, Revenue at Rs 585 cr vs Rs 439 cr. (YoY). (Positive)

*KFin Tech:* Net profit at Rs 89 cr vs Rs 62 cr, Revenue at Rs 289 cr vs Rs 209 cr. (YoY). (Positive)

*Bharti Hexacon:* Net profit at Rs 250 cr vs loss Rs 184 cr, Revenue at Rs 2098 cr vs Rs 1740 cr. (YoY). (Positive)

*Suzlon Energy:* Net profit at Rs 200.6 cr vs Rs 102.3 cr, Revenue at Rs 2092.3 cr vs Rs 1417.2 cr. (YoY) (Positive)

*Syrma SGS:* Net Profit at Rs 39.7 cr vs Rs 30.5 cr, Revenue at Rs 833 vs Rs 712 cr. (YoY) (Positive)

*Skipper:* Net profit at Rs 32.9 cr vs Rs 19.8 cr, Revenue at Rs 110 cr vs Rs 73.6 cr. (YoY) (Positive)

*Gandhi Tube:* Net Profit at Rs 17.2 cr vs Rs 13.2 cr, Revenue at Rs 48.6 cr vs Rs 43.9 cr. (YoY) (Positive)

*Bhageria Ind:* Net Profit at Rs 6.7 cr vs Rs 2.8 cr, Revenue at Rs 129 vs Rs 102 cr. (YoY) (Positive)

*Kalpataru Power:* Net Profit at Rs 125 cr vs Rs 90 cr, Revenue at Rs 4929 vs Rs 4518 cr. (YoY) (Positive)

*Sudarshan Chem:* Net Profit at Rs 30 cr vs Rs 18 cr, Revenue at Rs 688 vs Rs 594 cr. (YoY) (Positive)

*Anant raj:* Net Profit at Rs 104 cr vs Rs 58 cr, Revenue at Rs 513 vs Rs 332 cr. (YoY) (Positive)

*Genesys:* Net Profit at Rs 11.1 cr vs loss Rs 3.4 cr, Revenue at Rs 72 vs Rs 33.2 cr. (YoY) (Positive)

*Interarch:* Net Profit at Rs 20.7 cr vs Rs 15.2 cr, Revenue at Rs 320 vs Rs 297 cr. (YoY) (Positive)

*Pudumjee Paper:* Net Profit at Rs 29.8 cr vs Rs 17.6 cr, Revenue at Rs 220 vs Rs 194 cr. (YoY) (Positive)

*Federal Bank:* Net profit at Rs 1,056.7 cr vs poll of Rs 991.1 cr, NII at Rs 2,367.3 cr vs poll of Rs 2,378 cr (Positive)

*Quess Corp:* Net profit up 32% at Rs 93.6 cr vs Rs 71 cr, Revenue up 9.1% at Rs 5,179.3 cr vs Rs 4,748.3 cr (YoY) (Positive)

*LIC Housing Fin:* Net profit at Rs 1328.8 cr vs Rs 1188.05 cr, Revenue at Rs 6926 cr vs Rs 6753 cr. (YoY) (Neutral)

*Maharashtra Seamless:* Net profit at Rs 220 cr vs Rs 250 cr, Revenue at Rs 1290 cr vs Rs 1530 cr. (YoY) (Neutral)

*Ajanta Pharma:* Net profit at Rs 216 cr vs Rs 190 cr, Revenue at Rs 1190 cr vs Rs 1028 cr. (YoY). (Neutral)

*Bharti Airtel:* Net profit at Rs 3593 cr vs poll of Rs 4336 cr, Revenue at Rs 41,473 cr vs poll of Rs 40,835 cr (Neutral)

*Adani Power:* Net profit at Rs 3300 cr vs Rs 6590 cr, Revenue at Rs 13300 cr vs Rs 12990 cr. (YoY) (Neutral)

*IGL:* Net profit at Rs 454.1 cr vs Rs 552.6 cr, Revenue at Rs 4088 cr vs Rs 3823 cr. (YoY). (Neutral)

*Aarti Pharma labs:* Net profit at Rs 54.6 cr vs Rs 51.8 cr, Revenue at Rs 460 cr vs Rs 440 cr. (YoY) (Neutral)

*Tata Tech:* Net profit at Rs 157 cr vs Rs 162 cr, Revenue at Rs 1296 cr vs Rs 1269 cr. (QoQ) (Neutral)

*Semac Consultants:* Net loss at Rs 3.2 cr vs Rs 3.8 cr, Revenue at Rs 28.2 cr vs Rs 16.8 cr. (YoY) (Neutral)

*SIS:* Net Profit at Rs 68.8 cr vs Rs 75.2 cr, Revenue at Rs 3270 cr vs Rs 3070 cr. (YoY) (Neutral)

*NOCIL:* Net profit at Rs 42 cr vs Rs 27 cr, Revenue at Rs 363 cr vs Rs 351 cr (YoY) (Neutral)

*TMB:* Net profit at Rs 303.2 cr vs Rs 273.5 cr, NII at Rs 596 cr vs Rs 532.8 cr (YoY) (Neutral)

*Pfizer:* Net profit at Rs 158.4 cr vs Rs 149 cr, Revenue at Rs 588.6 cr vs Rs 575.2 cr (YoY) (Neutral)

*Stove Craft:* Net profit at Rs 16.7 cr vs Rs 16.5 cr, Revenue at Rs 418.3 cr vs Rs 379.7 cr (YoY)) (Neutral)

*HFCL:* Company unit acquired 100% stake in HFCL Pty Ltd, entity being acquired belongs to telecom industry (Neutral)

*Infosys:* Company completes acquisition of Blitz 24-893 SE, Germany, through Infosys Singapore. Ex-Date for Dividend Rs 21/Sh (Neutral)

*Zomato:* Swiggy India IPO to open on Nov 6, close on Nov 8 (Neutral)

*HDFC Bank:* Citigroup sells 15.8 lakh shares at ₹1,742.6/sh while Ghisallo Master Fund LP buys 15.8 lakh shares for ₹275 cr (Neutral)

*Matrimony:* Buyback to open on October 30 and close on November 6. (Neutral)

*Tata Power:* Company announced its acquisition of a 40% equity stake in Bhutan-based Khorlochhu Hydro Power Ltd. (Neutral)

*IOC:* Net profit at Rs 180 cr vs poll of Rs 3278 cr, Revenue at Rs 1.74 lakh cr vs poll of Rs 1.9 lakh cr. (Negative)

*Green panel:* Net profit at Rs 18.5 cr vs Rs 40.8 cr, Revenue at Rs 340 cr vs Rs 399 cr (YoY) (Negative)

*Bharat Wire:* Net Profit at Rs 18.9 Cr Vs Rs 24.4 Cr, Revenue at Rs 152 Cr Vs Rs 150 Cr (YoY) (Negative)

*Jindal Drilling:* Net Profit at Rs 15.8 cr vs Rs 30.8 cr, Revenue at Rs 172 vs Rs 142 cr. (YoY) (Negative)

*Lakshmi Machine:* Net Profit at Rs 28.8 cr vs Rs 116 cr, Revenue at Rs 750 vs Rs 1350 cr. (YoY) (Negative)

*Spandana Sphoorty:* Net loss at Rs 203 cr vs profit Rs 51.3 cr, Revenue at Rs 660 vs Rs 584 cr. (YoY) (Negative)🌹

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