Stock Insights 📰🗞️ @stockinsights01 Channel on Telegram

Stock Insights 📰🗞️

19 Feb, 15:45

Zaggle Prepaid Ocean

Promoter Group purchased 2,65,000 equity shares on the open market within the past week

#Zaggle

Stock Insights 📰🗞️

19 Feb, 10:39

AVP Infracon: Promoter bought 8000 shares @ Rs 178.8, today.

With about 400 cr order book, this is now trading at 14.4X FY25 earnings and 7.4X FY26 earnings.

Their investments in Kanthan Blue Metals and the crusher unit that's being setup should help sustain the margins if not improve.

As of the Nov' 2025 concall, the order book stood at ₹250 cr. The promoters had stated their commitment to expanding it, and they are walking the talk! The order book has now grown to ~ ₹400 cr.

949

Stock Insights 📰🗞️

19 Feb, 09:30

Gravita raised 1,000 Cr via QIP in December 24 at 2096/-, CMP- 1680/-

975

Stock Insights 📰🗞️

19 Feb, 09:28

Parag Parikh | The best time to buy equities is when you do not feel like buying them

984

Stock Insights 📰🗞️

19 Feb, 09:26

Zaggle Prepaid Ocean

Promoter group bought 30,000 equity shares from open market

989

Stock Insights 📰🗞️

17 Feb, 05:47

Crude below $75

Iraq/Russia may increase supply

Iraq's Kurdistan to start exports after 2 years

Russia-Ukraine peace talks in Saudi Arabia this week

More Russia exports possible

1,386

Stock Insights 📰🗞️

17 Feb, 05:42

🇺🇸 Sovereign Wealth Fund leader says, “Every time #Bitcoin dips, I’m gonna be the buyer.” 🤯

NEXT 4 YEARS ARE GOING TO BE WILD

1,353

Stock Insights 📰🗞️

16 Feb, 19:19

🇺🇸 $1.6 TRILLION BANK OF AMERICA’S CEO SAYS US BANKING INDUSTRY WILL SOON EMBRACE CRYPTO FOR PAYMENTS

1,417

Stock Insights 📰🗞️

16 Feb, 19:10

The Indian Stock Market's Resilience

In 1987, the market plummeted 44%. But it bounced back, reaching new heights.

In 1992, it fell 40%. Again, it recovered and continued its upward trajectory.

This pattern repeated itself in 2000 (-48%), 2008 (-60%), and 2020 (-38%). Each time, the market rebounded, achieving new highs.

Don't let short-term fear hold you back. The Indian stock market's history shows that it can recover and thrive."

1,424

Stock Insights 📰🗞️

16 Feb, 19:09

Recently Listed IPO companies which posted Strong Results this Quarter

💠 Blockbuster 💠

▫️Denta Water & Infra
▫️Ventive Hospitality
▫️Sagility India
▫️ACME Solar Holdings
▫️Dam Capital
▫️Enviro Infra Engineers
▫️Premier Energies
▫️Waaree Energies
▫️KRN Heat Exchanger
▫️Senores Pharmaceuticals

💠 Solid 💠

▫️Transrail Lighting
▫️Inventurus Knowledge Solutions
▫️Sai Life Sciences
▫️Laxmi Dental
▫️P N Gadgil Jewellers
▫️Vishal Mega Mart

💠 Good 💠

▫️Standard Glass Lining Tech
▫️Dr Agarwal's Health Care
▫️Brainbees (FirstCry)
▫️Afcons Infrastructure

1,377

Stock Insights 📰🗞️

16 Feb, 18:17

Carysil Limited Q3FY25 Performance Update

Total Income: ₹207.43 Cr (YoY +9.8%, QoQ -0.7%)
PBT: ₹18.15 Cr (YoY -18.1%, QoQ -23.0%)
PAT: ₹12.53 Cr (YoY -18.3%, QoQ -26.7%)
EPS: ₹4.37 (YoY -23.6%, QoQ -26.2%)

Revenue increased year-over-year, but profits and margins declined.

1,157

Stock Insights 📰🗞️

16 Feb, 09:41

Biggest Losers in this Correction

1,409

Stock Insights 📰🗞️

16 Feb, 09:39

Results season got over yesterday: Companies that posted Solid PAT growth in Q3:

For study purpose only. Ones in Bold is what we like/invested.

MCX- Loss to Profit
ASM Technologies- Loss to Profit
Mehai Technology- 2116%
Sandur Manganese- 1218%
Amal Ltd- 628%
Bodal Chemicals- 537%
Hitachi Energy- 498%
Frog Cellsat- 460%
Z-Tech- 442%
Alpex Solar- 423%
Strides Pharma- 413%
Arvind SmartSpaces- 407%
Genus Power- 404%
Waaree Energies- 370%
Deepak Fertilizers- 335%
AWFIS Space- 327%
Sky Gold- 309%
Laurus Labs- 298%
Manorama Indust- 296%
Tembo Global- 266%
Avalon Technologies- 265%
TRIL- 251%
Syrma SGS- 224%
Glenmark Pharma- 193%
K.P. Energy- 173%
Frontier Springs- 171%
Ami Organics- 168%
Cosmo First- 160%
Texmaco Rail- 151%
Denta Water- 125%
Pokarna- 118%
Wockhardt- 116%
Enviro Infra- 111%
Epigral Ltd- 109%
ABDL- EBITA ~200%
Amber- EBITA ~100%

1,547

Stock Insights 📰🗞️

15 Feb, 16:16

ZEN TECH Q3 : Chairman Says Profitability rose this quarter due to higher other income, and we remain on track for 35% EBITDA and 25% PAT margins by FY25-end.

Our order book stands strong at ₹816.91 crore (Dec 2024), ensuring revenue visibility. Focused on new contracts and portfolio diversification, we are well-positioned for growth.

Strategic acquisitions in robotics, aerospace, and defence propulsion enhance our technology leadership. We integrated Vector Technics (UAV propulsion, robotics), Bhairav Robotics (combat robotics, autonomous systems), and ARI/ARI Labs (defence simulation), reinforcing innovation in defence, aerospace, and autonomous systems.

1,453

Stock Insights 📰🗞️

15 Feb, 16:15

U.S. President #DonaldTrump proposes three-way meeting with #Russia and #China to discuss cutting defense spending in half.

1,433

Stock Insights 📰🗞️

14 Feb, 14:52

It's not a major fall now. Here is the list of major falls during the last 4 decades.

1) 2020: -38% (Covid 19)
2) 2008-2009: - 61% (Sub Prime Crisis)
3) 2000-2001: -56% (Dot Com Bubble)
4) 1998-1999: -35% (Global Sanction)
5) 1992-1994: -54% (Harshad Mehta Scam)
6) 1990: -39% (Gulf War)
7) 1986-88: -41% (Global Commodity Fall)

Still Market CAGR: +15.50%

Never let fear take you over.

1,764

Stock Insights 📰🗞️

14 Feb, 10:14

Bear market to investors: You don’t need a Valentine, you need therapy 😆📉

#stockmarketscrash

1,886

Stock Insights 📰🗞️

14 Feb, 06:18

You don't have to be brilliant, only a little bit wiser than the other guys, on average, for a long, long time - Charlie Munger

1,851

Stock Insights 📰🗞️

14 Feb, 06:15

Its Valentine’s Day on Dala Street ♥️

2,087

Stock Insights 📰🗞️

13 Feb, 19:29

Trump: Most Countries' Tariffs Will Remain; No Exemptions or Waivers.

1,877

Stock Insights 📰🗞️

11 Feb, 19:35

RBZ Jewellers
#RBZJeweller
#RBZ
Blockbuster Q3FY25 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history
Rev at 194cr vs 116cr, Q2 at 115cr
PBT at 18cr vs 9cr, Q2 at 10.8cr
PAT at 13cr vs 6.7cr, Q2 at 8cr
Solid QoQ and YoY uptick
Delivering better than guidance
9M PAT at 30cr vs 18.8cr

726

Stock Insights 📰🗞️

11 Feb, 17:41

PG Electroplast

🎯 Looks to maintain growth rate of 30-35% over the next few years

😎 Will announce agreement for manufacturing RAC compressors soon, 60% of these compressors will be used captively

819

Stock Insights 📰🗞️

11 Feb, 17:13

BULK DEAL ALERT 🚨

Sterling & Wilson Renewable

MORGAN STANLEY
Bought 36,44,105 shares @ Rs.282.20

Seller- Goldman Sachs

885

Stock Insights 📰🗞️

11 Feb, 16:52

Last four years markets gave an exponential return on per unit of capital delolyed.
This year it seems exponential hard work would be required per unit of return to make in the markets 😅

894

Stock Insights 📰🗞️

10 Feb, 16:40

Signature Global
#Signature
#SignatureGlobal
Solid Q3FY25 🔥
Revenue recognition phase has just started and is set to continue going forward
Expecting big profits to reflect in P&L from here
Rev at 827cr vs 282cr, Q2 at 749cr
PBT at 26cr vs 2cr, Q2 at -8cr
PAT at 29cr vs 2cr, Q2 at 4cr
Solid pre sales data for Q1, Q2 and Q3
Collections strong
New launches strong

1,153

Stock Insights 📰🗞️

09 Feb, 18:32

Govt approves Rs 6,000 crore for BSNL/MTNL, as per sources

1,396

Stock Insights 📰🗞️

08 Feb, 17:07

AMARA RAJA; Board Approved Enhanced the investment limit in ARCS from Rs. 500 Crores to Rs.700 Crores through loan/equity/ any other mode to support the phased setup of the Battery Recycling Plant

Approved investment in ARPS upto Rs.50 Crores through loan equity/ any other mode to support the operational and manufacturing requirements.

1,699

Stock Insights 📰🗞️

08 Feb, 10:36

⛱️ Jyoti CNC Automation | Financial Results

Sales up 4.39% QoQ and 19.01% YoY 🔥
Total Revenue up 1.73% QoQ and 17.91% YoY 🔥
Net Profit up 5.75% QoQ and 67.08% YoY 🔥
EPS up 6.30% QoQ and 44.29% YoY 🔥

1,747

Stock Insights 📰🗞️

08 Feb, 10:35

This #ProposeDay, I Propose you to invest in India 🇮🇳

Valuations are relatively and subjectively high but the growth prospects are thoroughly higher.

Invest slow, Invest wisely ✨️

- from X

1,676

Stock Insights 📰🗞️

08 Feb, 07:52

Gokaldas Exports

Hits it out of the park

Solid Q3FY25 🔥

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

Great quarter of recovery and resilience 👏

Rev at 987cr vs 551cr
Q2 at 929cr

PBT at 67cr vs 43cr
Q2 at 35cr

PAT at 50cr vs 30cr
Q2 at 28cr

Solid QoQ and YoY uptick aided by increased efficiency of operations, demand bouncing back, efficient cost management and increased utilization

1,599

Stock Insights 📰🗞️

07 Feb, 12:07

Action Construction Equipment
#ACE
Solid Q3FY25 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history
Solid QoQ and YoY uptick
100+cr PAT for first time ever
Rev at 875cr vs 753cr, Q2 at 756cr
PBT at 149cr vs 114cr, Q2 at 126cr
PAT at 112cr vs 88cr, Q2 at 95cr

DP Abhushan
#DPAbhushan
Rev at 1084cr vs 765cr, Q2 at 1004cr
Rev⏫42%
EBITDA ⏫92% at 55cr vs 29cr, Q2 at 39cr
Solid margin expansion QoQ and YoY 🔥
PBT at 49cr vs 22cr Q2 at 33cr
PAT at 37cr vs 16.7cr, Q2 at 25cr
Solid QoQ and YoY uptick

1,616

Stock Insights 📰🗞️

06 Feb, 17:27

Sai Lifesciences
#SaiLife
#SaiLifeSciences
Solid Q3FY25 🔥
Very good QoQ and YoY uptick
Good margin expansion
Rev at 440cr vs 383cr, Q2 at 395cr
EBITDA at 120cr⏫24% YoY
⏫18% QoQ
OPM at 27.2% vs 25.1%⏫210bpa YoY
Q2 at 25.8%
PBT at 72cr vs 53cr, Q2 at 55cr
PAT at 54cr vs 39cr, Q2 at 41cr
Great quarter overall for Sai Life

BSE
#BSE
Strong Q3FY25 with solid QoQ and YoY uptick operationally
Rich valuations
Rev at 835cr vs 43qcr, Q2 at 818cr
PBT at 467cr vs 218cr, Q2 at 432cr
199cr provisions lead to PAT of 218cr vs 106cr, Q2 at 345cr

1,692

Stock Insights 📰🗞️

06 Feb, 14:10

PG Electroplast
#PGElectroplast
#PGEL
Blockbuster Q3FY25 🔥
Highest ever Q3 rev, EBITDA, PBT and PAT in comps history
Q4 and Q1 are the heaviest qtr
Rev at 967cr vs 532cr, Q2 at 671cr
PBT at 54cr vs 26cr, Q2 at 30cr
Big QoQ uptick
Solid YoY growth
PAT at 40cr vs 19cr, Q2 at 19cr
Next 2 qtr are seasonally strongest quarter for the company
Revised guidance upwards again for 3rd time
Rev of 4550cr and PAT to grow ⏫105% YoY as per new guidance

Bharti Hexacom
#BhartiHexacom
Solid Q3FY25
Rev at 2250cr vs 1800cr⏫26%,, Q2 at 2097cr
EBITDA at 1196cr vs 889cr,⏫39%,Q2 at 1051cr
OPM at 53% up 564bps
PBT at 485cr vs 288cr, Q2 at 339cr
PAT at 261cr vs 212cr, Q2 at 253cr

1,608

Stock Insights 📰🗞️

06 Feb, 14:10

PG Electroplast
#PGElectroplast
#PGEL
Blockbuster Q3FY25 🔥
Highest ever Q3 rev, EBITDA, PBT and PAT in comps history
Q4 and Q1 are the heaviest qtr
Rev at 967cr vs 532cr, Q2 at 671cr
PBT at 54cr vs 26cr, Q2 at 30cr
Big QoQ uptick
Solid YoY growth
PAT at 40cr vs 19cr, Q2 at 19cr
Next 2 qtr are seasonally strongest quarter for the company
Revised guidance upwards again for 3rd time
Rev of 4550cr and PAT to grow ⏫105% YoY as per new guidance

Bharti Hexacom
#BhartiHexacom
Solid Q3FY25
Rev at 2250cr vs 1800cr⏫26%,, Q2 at 2097cr
EBITDA at 1196cr vs 889cr,⏫39%,Q2 at 1051cr
OPM at 53% up 564bps
PBT at 485cr vs 288cr, Q2 at 339cr
PAT at 261cr vs 212cr, Q2 at 253cr

1,464

Stock Insights 📰🗞️

06 Feb, 13:10

Meson Valves

Company has secured its maiden order from the United States market

Order value - 31 Cr

1,302

Stock Insights 📰🗞️

05 Feb, 19:46

VISHNU PRAKASH : Vishnu Prakash R Punglia Limited has received a Letter of Award from Bharat Heavy Electricals Limited for the civil, structural, and architectural works at the NTPC Sipat Project.

The project, valued at Rs. 2475.5 million, includes various infrastructure works across the power block area.

1,773

Stock Insights 📰🗞️

05 Feb, 19:40

Skipper Ltd #Q3Results
Fantastic outcome 🔥🥳👏

Revenue grew by 42% to 1135 Cr YoY

EBITDA grew by 44% to 111 Cr
Margin at 9.8% vs 9.6%

Net Profit grew by 76% to 36 Cr 🔥

1,772

Stock Insights 📰🗞️

05 Feb, 16:05

Avalon Technologies
#Avalon
#AvalonTech
Another great quarter of margin expansion and recovery
Solid Q3FY25 🔥
Rev at 281cr vs 214cr, Q2 at 275vr
PBT at 33cr vs 9cr Q2 at 23cr
Other income at 10cr vs 4cr QoQ
PAT at 24cr vs 6.5cr, Q2 at 17cr
Decent QoQ uptick
US recovery augurs well for Avalon

Sagility India
#Sagility
Blockbuster Q3FY25 🔥
Solid QoQ and YoY traction
Amazing show
2nd great qtr fater getting listed
Rev at 1453cr vs 1260cr, Q2 at 1325cr
EBITDA at 456cr⏫67%
Other income at 44cr vs 15cr QoQ
PBT at 290cr vs 43cr, Q2 at 160cr
PAT at 216cr vs 71cr, Q2 at 117cr
Really an amazing set with almost 70-75% growth QoQ
Solid margin expansion

1,714

Stock Insights 📰🗞️

05 Feb, 11:45

VRL Logistics
#VRLLogistics
Blockbuster Q3FY25 🔥
Significant margin expansion QoQ and YoY 🔥
Rev at 825cr vs 736cr, Q2 at 799cr
PBT at 83cr vs 18cr, Q2 at 49cr
PAT at 59cr vs 13cr, Q2 at 36cr
Amazing QoQ uptick in margins

SJ Logistics
#SJLog
#SJLogistics
Blockbuster Q3FY25 🔥
Rev at 136cr vs 79cr, Q2 at 124cr
EBITDA at 20.3cr vs 8.7cr
OPM at 14.91% vs 10.97%
PBT at 18.3cr vs 7.8cr, Q2 at 16.4cr
PAT at 14.2cr vs 6.2cr, Q2 at 12.7cr
Solid QoQ and YoY uptick 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history
9M PBT at 48cr vs 19cr
9M PAT at 38cr vs 15cr

1,560

Stock Insights 📰🗞️

05 Feb, 08:32

🚨 Gold prices in India have crossed ₹85,500 per 10 grams.

1,358

Stock Insights 📰🗞️

04 Feb, 18:38

AVP infracon - simple valuation calculation:
FY26 guidance is 500cr topline - around 60cr PAT
It has higher margins and growth than it's peers, so it deserves 20x multiple - that's 1200cr market cap.
Current market cap is 500cr !

1,177

Stock Insights 📰🗞️

04 Feb, 18:36

INSIDER TRADE ALERT:🚨

-TGV Sraac Ltd
Promoter Bought 0.01%

-PREMIER POLYFILM
Promoter Bought 0.04%

-Trishakti Ind
Promoter Bought 0.05%

-BLB LTD
Promoter Bought 0.85%

-LT FOODS
Director Bought 5000 shares

-Quess Corp
Promoter Bought 0.50%

1,124

Stock Insights 📰🗞️

04 Feb, 18:17

PepsiCo Reported double-digit organic revenue growth in the Indian market in 2024.

Company expects A low-single-digit increase in organic revenue; and A mid-single-digit increase in core constant currency EPS In Cy2025

1,061

Stock Insights 📰🗞️

04 Feb, 15:51

Lemon Tree
#LemonTree
Blockbuster Q3FY25 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥
Rev at 355cr vs 290cr, Q2 at 284cr
Solid QoQ and YoY uptick in revenues
EBITDA at 185cr vs 142cr, Q2 at 131cr
PBT at 100cr vs 55cr ,Q2 at 45cr
PAT at 80cr vs 43cr, Q2 at 35cr

Interarch Building
#Interarch
Steady and good Q3FY25
Rev at 364cr vs 316cr, Q2 at 323cr
EBITDA ⏫28% YoY
Good margin expansion QoQ and YoY
OPM at 9.6% vs 8.2%, Q2 at 8%
PBT at 38cr vs 30cr, Q2 at 27cr
Solid QoQ and YoY uptick
PAT at 28cr vs 22cr, Q2 at 20cr

Tilaknagar Industries
#TI
#Tilaknagar
Transition period in AP impacted revenues and volumes, however that is behind now and growth uptick should resume from Q4
14% volume growth in Jan post transition period
EBITDA/case improves QoQ
Net debt free
Rev down due to volume impact in Andhra for Q3
Primary volume growth of 2.3% due to Andhra impact
10% volume growth excluding Andhra
EBITDA at 60cr⏫18% with 18% OPM
Higher RM costs
PBT and PAT at 54cr vs 39cr, Q2 at 58cr
Highest rother income in Q3FY24 vs Q3FY25
Solid margin expansion YoY

1,193

Stock Insights 📰🗞️

04 Feb, 12:14

JG Chemicals
#JGChem
#JGChemicals
Rev at 209cr vs 161cr, Q2 at 212cr
PBT at 24cr vs 14.6cr, Q2 at 22.3cr⏫10% QoQ
PAT at 18cr vs 10.6cr, Q2 at 16.8cr
9M PBT at 68cr vs 27cr
9M PAT at 51cr vs 18cr

Niva Bupa
#NivaBupa
GWP at 1770cr⏫25.3%
Rev at 1240cr vs 1032cr, Q2 at 1359cr
PBT and PAT at 13.2cr vs 4.5cr, Q2 at 13cr
Combined ratio at 96.3% vs 101.3%
Expensive valns

1,152

Stock Insights 📰🗞️

04 Feb, 07:34

CHINA TO IMPOSE 10% TARIFF ON US OIL AND AGRICULTURAL MACHINERY

#BREAKING

1,168

Stock Insights 📰🗞️

04 Feb, 05:26

China imposes tariffs on US imports including coal, oil, and agricultural machinery, adds companies to unreliable entity list, and launches probe into Google. (Agencies)

1,279

Stock Insights 📰🗞️

03 Feb, 18:01

TRUMP PAUSES Maxico TARIFFS - A very good news for global markets

Dow Jones recovers 500 points 🟢
Gift Nifty up 140 points 🟢

Expecting a short covering in all undervalued names
Like PFC, SAIL, HUDCO
Very undervalued and oversold F&O names, expecting a big short covering in them

1,249

Stock Insights 📰🗞️

03 Feb, 17:56

Divis Laboratories
#Divis
Solid Q3FY25
Rev at 2319cr vs 1855cr, Q2 at 2338cr
PBT at 726cr vs 489cr, Q2 at 722cr
PAT at 589cr vs 358cr, Q2 at 510cr

Taj GVK Hotels
#TajGVK
Rev at 127cr vs 111cr, Q2 at 105cr
PBT at 46cr vs 34.6cr, Q2 at 26cr
PAT at 34cr vs 24cr, Q2 at 19.6cr

GHCL Textiles
#GHCLTextiles
YoY good, QoQ degrowth
Rev at 285cr vs 244cr, Q2 at 305cr
PBT at 12.6cr vs 6.2cr, Q2 at 15.9cr
PAT at 9.4cr vs 4.5cr

Dhanuka Agritech
#Dhanuka
#DhanukaAgri
Seasonality in the business ,so QoQ can't be compared
Rev at 445cr vs 403cr
PBT at 68cr vs 56cr
PAT at 55cr vs 45cr

1,283

Stock Insights 📰🗞️

03 Feb, 17:55

Premier Energies
#PremierEnergies
Blockbuster Q3FY25 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history 🔥
Rev at 1713cr vs 712cr, Q2 at 1527cr
PBT at 351cr vs 61cr, Q2 at 275cr
PAT at 255cr vs 43cr, Q2 at 206cr
Solid QoQ uptick
Bumper YoYsolid margin expansion

Sky Gold
#SkyGold
Blockbuster Q3FY25
Record set
Rev at 998cr vs 460cr, Q2 at 769cr
Other income at 7cr vs 20cr QoQ
PBT at 49cr vs 12cr Q2 at 36cr adj for other income
PAT at 36.5cr vs 9cr
Decent QoQ uptick

1,149

Stock Insights 📰🗞️

03 Feb, 14:14

There will be a new top currency in the market if this tariff war goes on. This might lead to a tremendous rally in silver, gold, and cryptocurrency, and a major setback for the dollar. Equities might also follow. Let this fight go on.

#crytpo

1,114

Stock Insights 📰🗞️

03 Feb, 07:43

KP Energy
#KPEnergy
#KPEL

Successfully commissioned 25.8MW wind power project consisting 11 wind turbines generator

Remaining 2.8 MW to be commissioned within this month

Total IPP capacity now stands at 45.7 MW after this successful commissioning

1,226

Stock Insights 📰🗞️

03 Feb, 07:41

Textiles in focus

BCD on Knitted fabrics has been increased to ₹115 per kg.(or 20% whichever is higher ) against Rs 70.

Currently fabric imports from China is 7000MT a day.

Prices of all fabrics up ₹50/ in domestic mkt.

Better days ahead for the sector.

#Budget2025

1,120

Stock Insights 📰🗞️

03 Feb, 07:26

Shakti Pumps 🌊

A major concern of DCR CELL Based modules availability is sorted out for Shakti Pumps as of now.

Tied up with Renew Photovoltaic ltd for supply of 1300crs solar modules

Unleash the BULL 🐂

1,229

Stock Insights 📰🗞️

03 Feb, 07:02

The brain 🧠 is only 2% of the body's weight, but it consumes 20% of the body's energy.

- Thich Nhat Hanh.

1,175

Stock Insights 📰🗞️

01 Feb, 12:59

Ganesha Ecosphere
#GanEcos
#GaneshaEcosphere
Good Q3FY25 with healthy revenue and volume uptick
Highest ever set in Q3
Warangal facility delivers great quarter with solid margin expansion
Rev at 398cr vs 284cr, Q2 at 386cr
PBT at 37cr vs 19cr, Q2 at 38cr
PAT at 30cr vs 13cr, Q2 at 27cr
9M PBT at 103cr vs 28cr
9M PAT at 79cr vs 19cr

AnantRaj
#AnantRaj
Solid Q3FY25 🔥
Both QoQ and YoY
Growing well on higher base
Highest ever revenue, EBITDA, PBT and PAT in comps history
15% QoQ growth in EBITDA and PBT
Rev at 535cr vs 392cr, Q2 at 513cr
PBT at 132cr vs 86cr, Q2 at 114cr
PAT at 110cr vs 71cr, Q2 at 105cr
Higher tax paid this quarter

1,204

Stock Insights 📰🗞️

01 Feb, 12:19

Budget is mildly positive for

FMCG stocks
White Good companies / Home improvements
Utility car companies
QSR/ Food delivery
Real estate slightly .

1,111

Stock Insights 📰🗞️

01 Feb, 09:56

MAJOR UPDATES AND STOCK IMPACTED BY BUDGET 2025

50 ANNOUNCEMENTS, MORE THAN 150 STOCKS

HERE IS THE LIST!

1.No major announcement on tobacco tax rates
+VE ITC, GODFREY PHILLIPS, VST INDUSTRIES

2.No income tax payable upto the income of Rs 12 lakh
+ve ZOMATO, SWIGGY, HUL, NESTLE, DABUR, TRENT, JUBILANT FOODWORKS, VARUN BEVERAGES, UNITED SPIRITS,ASIAN PAINTS, VOLTAS, HAVELLS

3.FY25 capex seen at Rs.10.18 lkh cr vs Rs.11 kh crs earlier (LESSER THAN EXPECTED)

-ve L&T, JK INFRA, NCC, RAILWAY, DEFENCE

4.NO GST rate cut announcement+No 80C & 80D exemptions under new tax regime- FDI limit for the insurance sector will be raised from 74 to 100 per cent (This is positive)

-ve for HDFC Life, ICIC Lombard, Go Digit, PB Fintech

5. Aatmanirbharta in Pulses+ National Mission on High Yielding Seeds

+ve Kaveri Seeds, ITC, Adani Wilmar

6. Prime Minister Dhan-Dhaanya Krishi Yojana - Developing Agri Districts Programme

+ve Jain Irrigation, Shakti Pumps, Jash Engineering, Finolex Industries

7. PM SVANidhi (enhanced loans from banks, UPI linked credit cards with

 30,000 limit)

+VE FINOPAYMENT BANK, PAYTM

8.No major announcement on LPG subsidy

-VE IOCL, HPCL, BPCL

9. Government will bring in an enabling framework for sustainable harnessing of fisheries from Indian Exclusive Economic Zone and High Seas

+VE AVANTI FEEDS, COASTAL CORP, KINGS INFRA, ZEAL AQUA, APEX FROZEN FOOD

10.ED TECH, UPSKILLIN AI ANNOUNCEMENTS

+VE NIIT, NIIT LEARNING, CL EDUCATE

11. Mission for Cotton Productivity

+VE WELPSUN, NAHAR SPINNING, INDOCOUNT, OTHER TEXTILE VALUE CHAIN COMPANIES

12. The loan limit under the Modified Interest Subvention Scheme will be enhanced from

3 lakh to 5 lakh for loans taken through the KCC.

+VE MM, TVS MOTOR, FMCG STOCK, BAJAJ AUTO, JAIN IRRIGATION, SBI, PNB, SHAKTI PUMPS

13.BUDGETS-ALLOCATIONS LESSER THAN EXPECTED-DEFENSE, HOME AFFAIRS, IT AND TELECOM, COMMERCE AND INDUSTRY

-VE BEL, HAL, BHARAT DYNAMICS,APOLLO MICRO, INFOSYS, TCS, WIPRO

14. India Post as a Catalyst for the Rural Economy

-VE FOR DELHIVERY

15. Significant enhancement of credit availability with guarantee cover-MSME, Startups+ Credit Cards for Micro Enterprises+ Fund of Funds for Startups

+ve INFOEDGE, SMALL FINANCE BANKS, SELECT NBFCs

16. Focus Product Scheme for Footwear & Leather Sectors

+Mirza International, Redtape, Metro Brands, Campus Active, Liberty

17. Measures for the Toy Sector

+VE Shaily Engineering, OK Play

18. Support for Food Processing

+Ve Gujarat Ambuja Exports, Hindustan Foods, DFM Foods, Prataap Snacks

19. Manufacturing Mission - Furthering “Make in India”

+VE DIXON TECH, PG ELECTROPLAST, AMBER ENTERPRISES, EPACK DURABLES

20. Clean Tech Manufacturing

+VE WAREE, PREMIER ENERGIES, AMARA RAJA, EXIDE, SUZLON, INOX WIND

21. Saksham Anganwadi and Poshan 2.0

+VE FIRSTCRY, POPEE'S BABY CARE

22. Broadband Connectivity to Government Secondary Schools and PHCs

+VE JIO, BHARTI AIRTEL, TEJAS NETWORK, STERLITE TECH, VODAFONE IDEA, HFCL

23. Bharatiya Bhasha Pustak Scheme

+ve S Chand, Navneet Education

24. Expansion of Capacity in IITs

+ve NBCC

25. Social Security Scheme for Welfare of Online Platform Workers

+VE FOR ZOMATO, SWIGGY, NYKAA

26.JAL JEEVAN MISSION- extension of the Mission until 2028

+VE VATECH WABAG, JASH, ITD CEMENTATION, SHAKTI PUMPS, JAIN IRRIGATION, EMS

27. Incentivize electricity distribution reforms and augmentation of intra-state transmission capacity by states.

+VE NTPC, POWER GRID, KEC, TATA POWER, ADANI TRANSMISSION

28. Development of at least 100 GW of nuclear energy by 2047

+VE HCC

29. Shipbuilding Financial Assistance Policy will be revamped+ Shipbuilding Clusters will be facilitated to increase the range, categories and capacity of ships+ Maritime Development Fund with a corpus of ` 25,000 crore will be set up.

+VE GRSE, SCI, MAZAGON, COCHIN SHIPYARD

30. Modified UDAN scheme will be launched to enhance regional connectivity to 120 new destinations and carry 4 crore passengers in the next 10 years.

+VE GMR AIRPORTS, ADANI ENETERPRISES, SPICEJET, INTERGLOBE AVIATION

950

Stock Insights 📰🗞️

01 Feb, 09:56

31. Mining sector reforms+ policy for recovery of critical minerals

+VE NMDC, GMDC, VEDANTA

32. Special Window for Affordable and Mid-Income Housing (SWAMIH)

+VE AAVAS FINANCIER, AADHAR HOUSING, HOME FIRST FINANCE, HDFC BANK, SBI, PNB

33. Top 50 tourist destination sites in the country will be developed in partnership with states+ Special focus on destinations related to the life and times of Lord Buddha.

+VE EASEMYTRIP, IHCL, ITC HOTELS, CHALET HOTELS, LEMON TREE, INTERGLOBE AVIATION, IRCTC, IXIGO, THOMAS COOK, SPICEJET

34. Medical Tourism and Heal in India will be promoted in partnership with the private sector

+VE SHALBY, ASTER DM, APOLLO, FORTIS, RAINBOW CHILDREN

35. To start a National Geospatial Mission to develop foundational geospatial infrastructure and data

+ve Genesys, MapMyIndia

36. Export Promotion Mission, with sectoral and ministerial targets

+ve PHARMA, EMS STOCKS

37. A national framework will be formulated as guidance to states for promoting Global Capability Centres in emerging tier 2 cities. T

+VE FOR EMBASSY REIT, MINDSPACE REIT, DLF

38. The scope for fast-track mergers will also be widened and the process made simpler.

+ve for Special Situation Stock

39. Rationalisation of Customs Tariff Structure for Industrial Goods

+ve ABB, Siemens, Thermax

40. To add 36 lifesaving drugs and medicines to the list of medicines fully exempted from Basic Customs Duty (BCD).

+VE DRL, CIPLA, AUROBINDO PHARMA, SUN PHARMA

41. To fully exempt cobalt powder and waste, the scrap of lithium-ion battery, Lead, Zinc and 12 more critical minerals.

+VE FOR AMARA RAJA, EXIDE

42. To add two more types of shuttle-less looms to the list of fully exempted textile machinery. To revise the BCD rate on knitted fabrics covered by nine tariff lines from “10% or 20%” to “20% or ` 115 per kg, whichever is higher”.

+VE FOR TEXTILE COMPANIES-WELSPUN, INDOCOUNT, NAHAR SPINNING

43. Manufacture of such Open Cells, the BCD on these parts will now stand exempted.

+VE DIXON, PG ELECTROPLAST, EPACK DURABLE

44. To add 35 additional capital goods for EV battery manufacturing, and 28 additional capital goods for mobile phone battery manufacturing

+VE DIXON TECH, RATTAN INDIA, EXIDE, AMARA RAJA

45. To continue the exemption of BCD on raw materials, components, consumables or parts for the manufacture of ships for another ten years.

+VE FOR SHIPPING INDUSTRY

46. Domestic MROs for Railway Goods

+VE RITES

47. To reduce BCD from 15% to 5% on fish hydrolysate for manufacture of fish and shrimp feeds.

+VE MUKKA PROTEIN, SHRIMP STOCKS

48.NO GST FOR- Ground installation for satellites including its spares and consumables+ Goods used in the building of launch vehicles and launching of satellites

+VE L&T, SUNDARAM FASTENERS, APOLLO MICRO

49.NO MAJOR ANNOUNCEMENT ON CAPITAL GAIN TAXATION

-VE FOR ANGELONE, MOTILAL, ICICI SECURITIES, IIFL SECURITIES

50. Reduces custom duty on import of propane/butane/LPG to 2.5%/2.5%/5% from 15% earlier
-VE FOR Gujarat Gas and +VE OMCs

- By Sharad Dubey

1,131

Stock Insights 📰🗞️

01 Feb, 09:00

MedPlus
#Medplus

Good Q3FY25 with good margin expansion QoQ and YoY

Consistent good numbers now with steady and gradual margin expansion

Focusing more on margin expansion while revenue growth is getting compromised

Q3FY25:
Rev at 1414cr⏫8%

EBITDA at 145cr vs 101cr⏫42%
⏫7% QoQ

OPM at 9.3% vs 7%
Q2 at 8.6%

Steady margin expansion

PAT at 46cr vs 13cr⏫235%
Q2 at 38cr⏫19% QoQ

Gross margins improved from 22.1% to 25% in 5 qtrs

947

Stock Insights 📰🗞️

01 Feb, 06:24

FY25 GROSS MARKET BORROWING AT 14.82 LK CR 28% VS BUDGETED ESTIMATE OF ₹14 LK CR

1,010

Stock Insights 📰🗞️

01 Feb, 06:23

BIG NEWS FOR CIPLA DR REDDY

BUDGET 2025: INDIA FINANCE MINISTER SAYS PLANS TO ADD 36 DRUGS AND MEDICINES EXEMPTED FROM CUSTOMS

1,039

Stock Insights 📰🗞️

01 Feb, 05:56

#UnionBudget2025 50,000 Atal Tinkering Labs to be set up in government schools in the next 5 years to foster innovation and scientific temper: FM

1,196

Stock Insights 📰🗞️

01 Feb, 05:56

India Post: The New Catalyst for Rural Economy! 🚚

FM Nirmala Sitharaman announces a bold transformation of India Post into a public logistics powerhouse to support:
💼 Vishwakarmas, new entrepreneurs, women’s self-help groups, and MSMEs
📦 1.5 lakh rural post offices + India Post Payment Bank
🌍 A vast network of 2.4 lakh Dak Seva Kendras
This move will position India Post as a key driver of the rural economy, strengthening its role in empowering businesses and communities. 💪

1,114

Stock Insights 📰🗞️

01 Feb, 05:55

National Manufacturing Mission: providing policy support to states and ministries to do awesome things.

Cleantech, solar, EV batteries, motors, controllers, grid scaled batteries. This is like all VCs want to invest at once.

1,105

Stock Insights 📰🗞️

28 Jan, 17:27

Jay Bee Lamination
#JayBee
#JayBeeLamination

Solid Q3 update:

Manufacturer of CRGO silicon steel cores for Power and distribution transformer

33% revenue growth in Q3FY25 at 102cr vs 76cr

New 18,000 MTPA capacity is operational from Oct 2024

24,000 MTPA by mid 2026

Targeting 30% volume CAGR for next 3 years

New market segments:
400 kV and 765 kV class

396

Stock Insights 📰🗞️

28 Jan, 14:26

Ami Organics
#Ami
#AmiOrg
#AmiOrganics
Blockbuster Q3FY25 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history with highest ever margins
Significant QoQ growth in margins
Solid margin expansion QoQ and YoY
Rev at 274cr vs 166 r, Q2 at 246cr
EBITDA at 69cr vs 27cr, Q2 at 49cr
Solid 40% QoQ growth in EBITDA 🔥👏
OPM at 25% vs 16%, Q2 at 20%
900bps margin expansion YoY
500bps margin expansion QoQ
PBT at 63cr vs 23cr, Q2 at 50cr🔥
PAT at 45cr vs 18cr, Q2 at 37cr

M&M Financial
#MahindraFin
Higher NNPA QoQ n YoY
GNPA sees a small uptick
Rev at 4795cr vs 4100cr, Q2 at 4465cr
PBT at 1217cr vs 813cr, Q2 at 508cr
Lower impairments QoQ and YoY
PAT at 917cr vs 622cr, Q2 at 390cr

630

Stock Insights 📰🗞️

28 Jan, 11:17

Syrma SGS
#SyrmaSGS
#Syrma
Decent Q3FY25
Rev at 870cr vs 706cr, Q2 at 832cr
Other income at 22cr vs 10cr, Q2 at 7cr
PBT at 66cr vs 27cr, Q2 at 51cr
PAT at 53cr vs 20cr, Q2 at 40cr
9M PBT at 146cr vs 105cr
9M PAT at 113cr vs 79cr

Sai Silk Kalamandir
#Kalamandir
#SaiSilk
Solid Q3FY25 with decent margin expansion
Great recovery quarter with 80+cr EBITDA for first time ever 👏
Rev at 448cr vs 382cr, Q2 at 347cr
PBT at 61.5cr vs 42cr, Q2 at 39cr
PAT at 46cr vs 32cr, Q2 at 23.7cr

Suzlon Energy
#Suzlon
Solid Q3FY25 🔥
Rev at 2969cr vs 1552cr, Q2 at 2092cr
EBITDA at 493cr vs 240cr
OPM at 16.6% vs 15.5%
PBT at 391cr vs 203cr, Q2 at 202cr
PAT at 387cr vs 203cr, Q2 at 201cr

Dynamic Cables
#DynamicCables
Good Q3FY25 🔥
Rev at 251cr vs 192cr, Q2 at 234cr
PBT at 21cr vs 10cr, Q2 at 18cr
PAT at 15.8cr vs 7.5cr, Q2 at 13.8cr

758

Stock Insights 📰🗞️

28 Jan, 06:12

Market crashes are like breakups—you always think you’re prepared, but when it happens, it still hurts. 😃

#stockmarketcrash

868

Stock Insights 📰🗞️

28 Jan, 06:12

At this rate, ‘Buy 1 Get 1 Free’ is coming soon to stocks! 😆

#stockmarketcrash

856

Stock Insights 📰🗞️

27 Jan, 20:12

Longer the party, more the hangover

1,032

Stock Insights 📰🗞️

27 Jan, 20:04

JSW Group to invest Rs 2600 Cr in copper business

1,050

Stock Insights 📰🗞️

27 Jan, 20:01

INDO FARM EQUIPMENT Q3: CONS NET PROFIT DOWN 40% AT 3.6CR (YOY), UP 47% (QOQ)

REVENUE DOWN 47% AT 86.1CR (YOY) ,UP 15% (QOQ)

EBITDA DOWN 48% AT 12.93CR (YOY), UP 7%(QOQ)

MARGINS 15.01
% V 15.53% (YOY), 16.11% (QOQ)

1,012

Stock Insights 📰🗞️

27 Jan, 19:58

RailTel Corporation || Q3 FY2025 Results Analysis

Key Financial Metrics

🔹 Revenue from Operations: ₹767 crore
➤ (YoY: ₹668 crore, +14.81%)

🔹 Net Profit (PAT): ₹65.1 crore
➤ (YoY: ₹62.1 crore, +4.83%; QoQ: ₹72.6 crore, -10.34%)

🔹 EBITDA: ₹120 crore
➤ (YoY: ₹129 crore, -6.98%)

🔹 EBITDA Margin: 15.78%
➤ (YoY: 19.40%, contraction of -362 bps)

1,028

Stock Insights 📰🗞️

27 Jan, 19:55

Market value of Mastercard: $502 billion

Market value of ExxonMobil: $484 billion

Market value of Bank of America: $355 billion

Market value of CocaCola: $275 billion

NVIDIA's loss of market value today: $560 billion

974

Stock Insights 📰🗞️

27 Jan, 18:06

LTCG tax collection by govt 🔥

2017-18 : ₹0 Crore
2018-19 : ₹29220.00 Cr
2021-22 : ₹86,075.49 Cr
2022-23 : ₹98,681.34 Cr

Reason is simple tax on LTCG 🚀

in Budget 2017 : 0%
In 2018 Budget : 10%
In 2024 Budget: 12.5%

1,077

Stock Insights 📰🗞️

27 Jan, 15:57

Kaynes Technology
#Kaynes
#KaynesTech
Super Rich valuations, however good growth momentum continues
Rev at 661cr vs 509cr, Q2 at 572cr
Lower other income QoQ at 25cr vs 34cr
Big uptick in employee expenses at 58cr vs 24cr, Q2 at 40cr
That is 34cr increase YoY and 18cr increase QoQ
PBT at 81cr vs 58cr, Q2 at 76cr
PAT at 66cr vs 45cr, Q2 at 60cr
Guidance was to do 3000cr rev for FY25. To meet this, Q4 should have 1300+cr sales which seems to be a difficult target to achieve

Jindal Drilling
#JinDrill
#JindalDrilling
Healthy Q3FY25 🔥
Solid uptick aided by JV profits and core operations
Rev at 239cr vs 183cr, Q2 at 173cr
Other income at 15cr vs 6cr, Q2 at 10cr
PBT at 82cr vs 42cr, Q2 at 40cr
PAT at 66cr vs 22cr, Q2 at 34cr

1,113

Stock Insights 📰🗞️

25 Jan, 12:12

Sportking
#Sportking
Good YoY, down QoQ
Rev at 609cr vs 598cr, Q2 at 651cr
PBT at 22.4cr vs 14cr Q2 at 28cr
PAT at 16.3cr vs 9.2cr, Q2 at 20.6cr

Transport Corporation
#TCI
Rev at 1147cr vs 1002cr, Q2 at 1120cr
PBT at 111cr vs 91cr,flat QoQ
PAT at 102cr vs 80cr, Q2 at 107cr

1,438

Stock Insights 📰🗞️

25 Jan, 12:12

Macrotech Developers
#Lodha
#Macrotech
Blockbuster Q3FY25 🔥
Record show
Solid Q3FY25 pre sales data too
Rev at 4083cr vs 2930cr, Q2 at 2626cr
PBT at 1158cr vs 760cr, Q2 at 560cr
PAT at 945cr vs 504cr, Q2 at 423cr
Solid set QoQ and YoY
9M PBT at 2369cr vs 1149cr
9M PAT at 1843cr vs 887cr

SBFC Finance
#SBFCFinance
#SBFCFin
Rev at 333cr vs 263cr, Q2 at 314cr
PBT at 118cr vs 85cr, Q2 at 110cr
PAT at 88cr vs 64cr, Q2 at 84cr

ICICI Bank
#ICICIBank
Steady set, PPOP flat QoQ
PPOP at 19750cr vs 16162cr, Q2 at 19878cr
PBT at 18501cr vs 15402cr, Q2 at 18541cr
Asset quality steady
GNPA and NNPA down YoY, stable QoQ
RoA at 2.36%

1,426

Stock Insights 📰🗞️

25 Jan, 08:12

Rule No.1: Never lose money.

Rule No. 2: Never forget rule No. 1

-- Warren Buffet
#investing #Nifty50 #stockmarketcrash

1,480

Stock Insights 📰🗞️

23 Jan, 20:06

- IREDA: Approves ₹5,000 crore fund-raising via QIP.
- THIRUMALAI CHEMICALS: Board meet on January 28 to discuss fund-raising plans.

---

📍 EXPANSIONS & ACQUISITIONS

- KOTAK BANK: Completes acquisition of ₹3,330 crore loan portfolio.
- PARAG FOODS: Expands market with new subsidiary in Dubai for GCC distribution.
- TATA COMM: Board approves investing in Tata Communications (Netherlands) B.V. to simplify group structure.
- BPCL: Forms JV with Praj Industries for setting up Compressed Bio Gas (CBG) plants across India.

-

1,832

Stock Insights 📰🗞️

23 Jan, 18:48

Massive Capex 🏗️

43,000 Cr. project to build 6 next-generation submarines 🔥

1,704

Stock Insights 📰🗞️

23 Jan, 18:03

EFC Ltd
#EFC
#EFCIL

Good Q3FY25 overall
Furniture segment sees a YoY degrowth
Rental and interior delivers an amazing quarter

Big decrease in revenue from furniture segment in segmental results

#Q3FY25:
Rev at 181cr vs 173cr
Q2 at 171cr

Segmental:
Rental rev at 96cr vs 73cr
Q2 at 89cr

Interior at 68cr vs 53cr
Q2 at 77cr

Furniture segment at 13cr vs 47cr

PBT at 52cr vs 31cr
Q2 at 55cr

Segmental EBIT:
Rental at 47cr vs 21cr
Q2 at 34cr

Interior at 18.7cr vs 12.4cr
Q2 at 23cr

Furniture at 23lacs vs 9cr

PAT at 40cr vs 21cr
Q2 at 36cr
Almost 2x YoY

9MFY25:
Rev at 435cr vs 326cr
PBT at 129cr vs 49cr
PAT at 92cr vs 35cr

FY24 PBT was 81cr and PAT was 63cr

1,693

Stock Insights 📰🗞️

23 Jan, 15:46

Capri Global Capital
#CapriGlobal
Stellar Q3FY25 🔥
Rev at 822cr vs 605cr, Q2 at 752cr
PBT at 171cr vs 89cr, Q2 at 128cr
PAT at 128cr vs 68cr, Q2 at 97cr
Solid QoQ uptick, excellent YoY growth
Lower impairment YoY
Indus Towers
#IndusTowers
Rev at 7547cr vs 7199cr, Q2 at 7465cr
Other expenses at negative 2853cr(Allowance for doubtful receivables)
PBT at 5218cr vs 2076cr, Q2 at 2980cr
PAT at 4003cr vs 1540cr, Q2 at 2222cr
Decent set excluding the reversal of provisions

United Spirits
#UnitedSpirits
Rev at 7732cr vs 6962cr, Q2 at 6672cr
PBT at 548cr vs 459cr, Q2 at 462cr
PAT at 335cr vs 350cr mainly due to exceptional losses of 65cr
Valuations are rich

1,477

Stock Insights 📰🗞️

23 Jan, 14:23

HPCL Q3 HIGHLIGHTS

In 3QFY25, HPCL issued 12 new LoIs for CBG plants, bringing the total to 141, with a production capacity of 878 TMTPA.

The company achieved a record 16.2% ethanol blending, reducing GHG emissions by 11.39 lakh MT.

HPCL also commissioned 50 CNG facilities, reaching 1,851 outlets.

EV charging was added to 1,062 outlets, totaling 5,104, and 467 solar panels were installed, bringing the total to 21,334 outlets powered by renewable energy (93% of the network).

1,388

Stock Insights 📰🗞️

23 Jan, 14:22

V2 Retail
#V2Retail
Blockbuster Q3FY25 with solid margin expansion QoQ and YoY 🔥
Highest ever set
Rev at 590cr vs 373cr, Q2 at 380cr
PBT at 69cr vs 32cr, more than 2x YoY 🔥
Q2 was a loss qtr
PAT at 51cr vs 23cr, Q2 was a loss qtr
Truly spectacular Q3FY25 🔥

KFIN Technologies
#Kfin
#KfinTech
Highest ever quarter, small QoQ growth
Rev at 290cr vs 218cr, Q2 at 280cr
EBITDA at 130cr vs 98cr, Q2 at 126cr
PBT at 122cr vs 89cr, Q2 at 119cr
PAT at 90cr vs 68cr, Q2 at 89cr
Lower other income QoQ

850

Stock Insights 📰🗞️

22 Jan, 19:28

BULK DEAL ALERT:🚨

Strides Pharma Science

AUTHUM INVESTMENT & INFRA

Bought 5,18,350 shares @ Rs.558.88

1,115

Stock Insights 📰🗞️

22 Jan, 11:55

Persistent Systems
#PersistentSystems
#Persistent
Solid Q3FY25 with highest ever set
Superb QoQ uptick
Rich valuations, solid growth among peers
Rev at 3062cr vs 2498cr, Q2 at 2897cr
PBT at 482cr vs 389cr, Q2 at 434cr
PAT at 373cr vs 286cr, Q2 at 325cr
Almost 12% growth QoQ
Strong deal wins(TCV)

HUDCO
#HUDCO
Rev at 2760cr vs 2012cr, Q2 at 2517cr
PBT at 931cr vs 696cr, Q2 at 1000cr
PAT at 735cr vs 519cr, Q2 at 688cr

Heritage foods
#HeritageFoods
#Heritage
Rev at 1034cr vs 942cr, Q2 at 1019cr
PBT at 59cr vs 36cr, Q2 at 67cr
PAT at 43cr vs 27cr, Q2 at 49cr
Small margin contraction QoQ
Good YoY, small degrowth QoQ

E2E Networks
#E2ENetworks
Rev at 42cr vs 24cr, Q2 at 47cr
Depreciation of 18cr vs 4cr, Q2 at 6.5cr, which has increased majorly
EBITDA at 25cr vs 11cr, Q2 at 31cr
OPM at 59% vs 47%
PBT at 15.4cr vs 7.4cr, flat QoQ
Higher other income of 12cr vs 63lacs
PAT at 11.5cr vs 5.4cr, Q2 at 12cr
Super Rich valuations

1,284

Stock Insights 📰🗞️

21 Jan, 19:41

SHP UPDATE:🚨

Ajmera Realty & Infra

Mukul Agrawal name appears with 1.93%

Authum Investment name appears with 1.93%

1,263

Stock Insights 📰🗞️

21 Jan, 15:15

IndiaMART InterMesh
#IndiaMart
Rev at 354cr vs 305cr, Q2 at 347cr⏫16%
Other income lower by 20cr QoQ
Other income at 45cr vs 42cr, Q2 at 65.5cr
EBITDA at 138cr vs 86cr⏫61%, Q2 at 122cr
OPM at 39% vs 28%,Q2 at 35%
Highest ever OPM
Should normalise when customer addition gains pace
PBT at 159cr vs 109cr, Q2 at 177cr
PAT at 121cr vs 82cr, Q2 at 135cr
Collections ⏫10% at 363cr
Much better vs 5% growth in Q2FY25
Deferred revenues at 1492cr⏫17%
Paying suppliers at 214k, growing at just 1% YoY, down 2% QoQ
OCF of 114cr
Cash of 2606cr

UCO Bank
#UCOBank
Rev at 7405cr vs 6412cr, Q2 at 7071cr
PPOP at 1585cr vs 1119cr, Q2 at 1431cr
PBT at 996cr vs 776cr, Q2 at 938cr
PAT at 639cr vs 502cr, Q2 at 602cr
GNPA and NNPA down QoQ and YoY
GNPA at 2.91% vs 3.85%, Q2 at 3.18%
Asset quality and RoA steady

Decent/Too rich valuations:
#KEIInd
Rev⏫19%, EBITDA ⏫12%, PAT ⏫9%
P/E of 61x TTM

1,325

Stock Insights 📰🗞️

21 Jan, 15:15

Frog Cellsat
#Frog
#FrogCellsat
Finally delivers an amazing Q3FY25
Record set with solid uptick
Rev at 91cr vs 45xr, Q2 at 46cr
PBT at 20.6cr vs 4cr Q2 at 3.5cr
PAT at 15.6cr vs 2.8cr, Q2 at 2.8cr
Q3 EPS of 10.1rs vs 1.8rs

Manorama Industries
#Manorama
Blockbuster Q3FY25🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history
Rev at 209cr vs 98cr, Q2 at 195cr
PBT at 41cr vs 10.5cr, Q2 at 34cr
PAT at 30.4cr vs 7.4cr, Q2 at 25.7cr
Valuations are rich, new capacity is contributing well from last qtr
Should continue to deliver solid growth quarters

1,237

Stock Insights 📰🗞️

21 Jan, 15:14

SHP UPDATE:🚨

Aurum PropTech

Equity intelligence inc stake from 3..25% to 3.75%

Porinju Veliyath stake at 2.13%

1,171

Stock Insights 📰🗞️

21 Jan, 12:28

SERVOTECH RENEWABLE POWER SYSTEM: Q3 CONS NET PROFIT 80M RUPEES VS 11M (YOY)

Q3 REVENUE 2.16B RUPEES VS 520M (YOY)

Q3 EBITDA 162M RUPEES VS 30M (YOY)

Q3 EBITDA MARGIN 7.48% VS 5.83% (YOY)

1,285

Stock Insights 📰🗞️

21 Jan, 06:02

DIXON TECH-IN FOCUS

TOP 5 REASON FOR THE FALL, DESPITE STRONG Q3 NUMBERS-

1.Valuations remain stretched-FY26 at 106x-Trades higher than branded B2C companies

2.Consumer electronic sales down 32% YoY (TV Sales+Washing Machine Impacted)

3.Product mix deeply skewed towards Mobile and EMS (89% vs 67% YoY)-Risk of product mix concentration

4.Earnings cut due to weaker performance in TV, Vivo JV, Ismartu acquisition consolidation

5.Intention to foray into display fab manufacturing-Clarity not there as awaiting govt incentives for this. This has a sizeable capex and retun ratio may come under pressure.

1,377

Stock Insights 📰🗞️

21 Jan, 05:48

🚨 The expected minimum basic salary of a government employee may rise to Rs 41,000–Rs 51,480 from the current Rs 18,000 under the 8th Pay Commission. HUGE!

1,265

Stock Insights 📰🗞️

20 Jan, 19:28

APL Apollo Tubes
#APLApollo
Rev at 5432cr vs 4177cr, Q2 at 4773cr
PBT at 280cr vs 219cr, Q2 at 70cr
PAT at 217cr vs 165cr, Q2 at 54cr

Vidhi Specialty Food Ingredients
#VidhiFood
Good Q3FY25
Rev at 99cr vs 63cr, Q2 at 91cr
PBT at 17cr vs 1.17cr, Q2 at 13.5cr
PAT at 12.7cr vs 8.6cr, Q2 at 10.3cr

Karur Vysya Bank
#KVB
#KarurVysya
Steady and consistent set
Big drop in GNPA and NNPA QoQ and YoY
Asset quality good
PPOP flat QoQ
At 815cr vs 675cr YoY
PBT at 668cr vs 526cr, Q2 at 636cr
PAT at 496cr vs 411cr, Q2 at 473cr
GNPA at 0.83% vs 1.58%, Q2 at 1.1%

Indian Overseas Bank
#IOB
PPOP at 2266cr vs 1780cr, Q2 at 2128cr
PBT at 1237cr vs 1078cr, Q2 at 981cr
PAT at 873cr ve 722cr, Q2 at 777cr
Asset quality steady
GNPA and NNPA down QoQ and YoY
GNPA at 2.55% vs 3.9%, Q2 at 2.72%
RoA at 0.93% vs 0.86%

1,312

Stock Insights 📰🗞️

20 Jan, 19:26

SHP UPDATE:🚨

Kothari Fermentation & Biochem

Whats happening in this counter??

3 Stalwarts
Satya Prakash Mittal
Ashish Chugh
Dheeraj Kumar Lohia

1,299

Stock Insights 📰🗞️

20 Jan, 17:44

Trust your process , rest everything is just noise , nothing else 💚

1,369

Stock Insights 📰🗞️

20 Jan, 17:24

Sunteck Realty
#Sunteck

Extremely strong Q3FY25 with record pre sales data 👏

Operational:
Q3FY25:
Pre sales at 635cr⏫40%
Collections ta 336cr

Addition of Nepean Sea Project 2 with GDV of 2400cr
Total GDV of Nepean Sea at 5400cr

40,225cr total GDV as of 9MFY25

Zero net debt with cash of 61cr

Highest ever pre sales in any financial year
9MFY25 data at 1661cr⏫34%

312cr net operating cash flow surplus

Financials:
Rev at 162cr vs 42cr⏫281%

EBITDA at 48cr vs -15cr⏫426%
OPM at 30%

PAT at 43cr vs. -10cr⏫537%

1,419

Stock Insights 📰🗞️

20 Jan, 14:48

Multi Commodity Exchange
#MCX

Good Q3FY25 🔥
Highest ever revenue, EBITDA, PBT and PAT in comps history

Rev at 301cr vs 191.5cr
Q2 at 285.5cr

Other income at 23cr vs 17cr
Q2 at 25cr

PBT at 202cr vs -13cr
Q2 at 191cr

PAT at 160cr vs -6cr
Q2 at 153cr

Q3 EPS at 31.3rs
9M EPS at 83.26rs

1,377

Stock Insights 📰🗞️

20 Jan, 05:24

SUGAR STOCK (+VE)

Big relief to sugar industry

Govt allows sugar exports

10LMT sugar exports allowed

Centre revises and reduces the reserved price of rice to Rs 2250 per quintal vs Rs 2800 per quintal

The move aims to support state welfare scheme

1,165

Stock Insights 📰🗞️

18 Jan, 18:30

SHP UPDATE:🚨

Diffusion Engineers Ltd

3P INDIA FUND (PRASHANT JAIN)
Holds 5.33%

1,397

Stock Insights 📰🗞️

18 Jan, 18:08

ESCORTS: Company has launched new tractors under “Farmtrac Brand - Promaxx series”

New tractors are being launched in Promaxx Series in 39 to 47HP segment comprising 7 models in 2WD and 4WD

1,308

Stock Insights 📰🗞️

18 Jan, 17:38

Shareholding pattern update

Praveg

Sageone (Samit Vartak) increases his stake in company to 1.74%

1,336

Stock Insights 📰🗞️

18 Jan, 17:34

VODAFONE IDEA: GOVERNMENT IS CONSIDERING WAIVING 50% INTEREST AND 100% PENALTIES ON AGR DUES FOR TELECOM COMPANIES, POTENTIAL RELIEF OFFERING OVER 1 LAKH CRORE RUPEES

1,339

Stock Insights 📰🗞️

18 Jan, 16:34

Aimco Pesticides
#Aimco
#AimcoPesticides
Turnaround Q3FY25
Rev at 50.5cr vs 44cr, Q2 at 55cr
PBT at 59lacs vs -2cr, Q2 at -1.4cr
PAT at 52lacs vs -1.5cr, Q2 at -1cr

Sigachi Industries
#Sigachi
Rev at 139cr vs 111cr, Q2 at 125cr
PBT at 26.7cr vs 19.7cr, Q2 at 26.5cr
PAT at 20.5cr vs 16.1cr, Q2 at 21cr
Other income was v big in Q2
At 14.6cr in Q2 vs 2cr in Q3
Excluding that, QoQ growth is huge

Avantel
#Avantel
Rev at 71cr vs 59cr, Q2 at 77cr
PBT at 28cr vs 22cr, Q2 at 31.5cr
PAT at 20cr vs 16cr, Q2 at 22.9cr
Lumpy QoQ depending on product mix usually
Not cheap at these valuations

1,334

Stock Insights 📰🗞️

18 Jan, 11:57

Netweb Technologies
#Netweb

Good Q3FY25,but valuations are rich

Rev at 333cr vs 253cr⏫32%
Q2 at 251cr

Other income at 1.5cr vs 4.5cr
Q2 at 2cr

PBT at 41cr vs 32cr⏫28.2%
Q2 at 34cr

PAT at 30cr vs 23cr⏫30.4%
Q2 at 25.7

9MFY25:
PBT at 96cr vs 62cr⏫55%
PAT at 71cr vs 46cr⏫54%

1,328

Stock Insights 📰🗞️

18 Jan, 05:06

SHP UPDATE:🚨

KRN Heat Exchanger

NEW ENTRY!!!

Mukul Agrawal name appears 1.61%

1,373

Stock Insights 📰🗞️

17 Jan, 17:38

Concord Enviro Systems
#ConcordEnviro
#CEWater
Recently got listed
H2 heavy business
Good Q2FY25
Rev at 162cr vs 97cr, Q1 at 103cr
PBT at 19.7cr vs 12cr, Q1 had loss of 4cr
PAT at 17.3cr vs 12cr, Q1 had 4cr loss
OCF at -2.5cr

Mamata Machinery
#Mamata
#Q2FY25
Recently got listed
Rev down at 43cr vs 45cr
H2 heavy business
Margins improve
PBT at 5.3cr vs 2.2cr, Q1 at 31lacs
PAT at 4.6cr vs 2cr Q1 at 22lacs
OCF at 1.5cr

Rajoo Engineers
#Rajoo
Rev down at 56cr vs 60cr
Margins sharply improve
Expensive valuations
PBT at 11.5cr vs 7.6cr, Q2 at 9.3cr
PAT at 9.4cr vs 6cr, Q2 at 7.9cr

Average:
Supreme Petrochem
#SupremePetro
Solid volume growth of 21%+ which is very healthy
However pricing pressure persists with higher RM cost
EBITDA and PAT ⏫5-6% despite sales⏫12%

1,549

Stock Insights 📰🗞️

10 Jan, 16:02

During bear market you buy stocks cheap and watch them become even cheaper.

833

Stock Insights 📰🗞️

10 Jan, 15:44

Just Dial
#JustDial
Decent Q3FY25
Lower other income QoQ
Rev at 339cr vs 312cr, Q2 at 336cr
Flattish QoQ in a seasonally strong qtr
Other income at 77cr vs 114cr QoQ
PBT at 149cr vs 121cr, Q2 at 181cr
PAT at 131cr vs 92cr, Q2 at 154cr

Equinox India Development
Formerly, IBRealEstate
#Equinox
Turnaround, mainly led by other income
Rev at 278cr vs 100cr, Q2 at 246cr
PBT at 27cr vs loss, Q2 is 34cr

Onyx Biotech(SME)
#Onyx
#OnyxBio
Good H1FY25
Rev at 30cr vs 24cr, H2 at 24cr
Other income at 1cr vs 5lacs
PBT at 3.8cr vs 1.9cr, H2 at 2.6cr
PAT at 3cr vs 1.6cr, H2 at 2cr
OCF at 1.2cr

839

Stock Insights 📰🗞️

10 Jan, 13:38

- GMR Airports: Delhi Airport to refurbish Terminal 2, with work commencing in April 2025 and expected completion by September 2025.

- Career Point: Board approved the name change to "CP Capital Ltd."

- IIRM Holdings: Completed acquisition of Sampada Business Solutions Ltd.

---

📍 EXPANSIONS & ACQUISITIONS
- Nibe Ltd: Granted "Mega Projects" status for an ₹800 crore aircraft parts manufacturing facility in Shirdi, Maharashtra.

- Systematix Group: Expects better growth in US and Indian markets, with lower freight costs boosting margins.

933

Stock Insights 📰🗞️

10 Jan, 12:39

PCBL reports #Q3Results👇

👉Net profit down 39.1% at ₹93.1 cr vs ₹148 cr (YoY)

👉Revenue up 21.3% at ₹2,010 cr vs ₹1,656.8 cr (YoY)

👉EBITDA up 13.7% at ₹317.4 cr vs ₹279.1 cr (YoY)

👉Margin at 15.8% vs 16.9% (YoY)

👉Declares interim dividend of ₹5.50/sh

969

Stock Insights 📰🗞️

09 Jan, 17:33

SHP UPDATE:🚨

Fiberweb (India)

Dheeraj Kumar Lohia inc. stake in co. from 2.86% to 3.55%

1,260

Stock Insights 📰🗞️

09 Jan, 15:47

IREDA
#IREDA

Solid Q3FY25 🔥👏

GNPA and NNPA down YoY
GNPA at 2.68% vs 2.9%
NNPA at 1.5% vs 1.52%

Rev at 1698cr vs 1253cr
Q2 at 1630cr

PBT at 538cr vs 386cr
Q2 at 460cr
Solid YoY and QoQ growth

PAT at 425cr vs 335cr
Q2 at 387cr
Higher tax paid this qtr vs Q4FY24

Overall, a very good set from IREDA

1,266

Stock Insights 📰🗞️

09 Jan, 08:07

SHP UPDATE:🚨

JASCH INDUSTRIES

Dheeraj Kumar Lohia Inc. stake to 3.05%

1,343

Stock Insights 📰🗞️

09 Jan, 08:04

Borrowed conviction cannot buy you balls. #StockMarket

1,329

Stock Insights 📰🗞️

09 Jan, 07:59

Indian Hotels (IHCL)

Company sets a new growth benchmark with 85 signings and 40 openings in 2024, taking its portfolio to 360 hotels with an industry leading pipeline of 123 hotels

1,334

Stock Insights 📰🗞️

08 Jan, 13:00

TRANSFORMERS AND RECTIFIERS: Q3 SL NET PROFT 505M RUPEES VS 134M (YOY)

TRANSFORMERS AND RECTIFIERS: Q3 EBITDA 779M RUPEES VS 343M (YOY) || Q2 EBITDA MARGIN 14.29% VS 9.38% (YOY)

STELLAR SHOW YOY AND QOQ

Orderbook of 3686cr

631cr new order in Q3FY25

19000+cr
Inquiries under negotiation

Order booking from new capacity from Q4FY25

Journey towards 1 billion dollar revenue in next 3 years

1,482

Stock Insights 📰🗞️

08 Jan, 12:34

PN Gadgil Jewellers
#PNGadgil
#PNGJL

24% consolidated revenue growth for Q3FY25

Retail segment rev ⏫42%

Franchisee segment growth of 87%

Ecommerce ⏫98%

Diamond category rev⏫40%

Plans to open 3 new stores in Q4FY25

1,401

Stock Insights 📰🗞️

08 Jan, 09:00

Transformers and Rectifiers
#TARIL

Blockbuster Q3FY25🔥

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

Solid QoQ uptick
Exponential YoY growth

Rev at 559cr vs 369cr
Q2 at 461cr

PBT at 74cr vs 21cr
Q2 at 64cr

PAT at 55cr vs 15cr
Q2 at 45cr

Other income at 9cr vs 12cr
Q2 at 12cr

1:1 bonus

QIP of 750cr

1,371

Stock Insights 📰🗞️

07 Jan, 17:03

BULK DEAL ALERT 🚨

Indo Farm Equipment Ltd

NEGEN CAPITAL SERVICES Bought 3,80,392 shares @ Rs.276.87

1,444

Stock Insights 📰🗞️

07 Jan, 16:04

Signature Global
#SignatureGlobal
#Signature

Solid Q3 and 9MFY25 pre sales

9M pre sales at 86.7 billion ⏫178%

9M Realization at 12565/sqft vs 11762/sqft

Collections ⏫54% at 32.1 billion
Q3 collections at 10.3 billion

Net debt reduced to 7.2 billion in 9M vs 11.6 billion in FY24

1,517

Stock Insights 📰🗞️

07 Jan, 07:17

The best investors in the world have more of an edge in psychology than in finance - Morgan Housel.

1,686

Stock Insights 📰🗞️

07 Jan, 07:06

INDOFARM become the 3rd listed player in cranes sector today.

1) Cranes business: was 20% of rev last year. Could be 45-50% this year. In 3 years time should be 70-75% as capacity moves from 700 to 4300+ per annum. This business will make 15% PAT margins then. Also realization will move from 15-17lacs to 23-25lacs as co has added two high value products. Only close competitor is ACE (10% PAT margins) but they are not backward integrated like IndoFarm - 60% backward integration and hence the margins.

2) Tractors: Current Tractors capacity is 12000 units p.a and utilization is 25-30%. For years banks/NBFCs were not financing their products. They had to open their own NBFC (Barota Finance) and help distributors as tractors is 100% financing game. Finally Kotak and HDFCB have come on board. This is a BIG deal. With this they plan to double their distributors and expand geographically as well (currently only in 4 states). With just 1% market share Pan India (already have 10% mkt share in all geos they operate in) they will triple their volumes. Again, here too they are 40% backward integrated.

50% of their sales contribution comes from Haryana, UP, and Punjab. Cranes Rev should grow at 40% CAGR for the next 5 years and Tractors Rev should grow at 20% CAGR.

Technocrat management. Exceptional team. Lean structure. State-of-the-art plant & facility. Steady compounder.

1,729

Stock Insights 📰🗞️

07 Jan, 05:54

Quest Labs
#QuestLabs
#QuestLab

Concall updates held on Friday 3-1-2025:

Guidance:
200-250bps margin expansion from present levels

FY25 E:
120-125cr revenue
20-22cr PAT

FY26:
Expects big contribution kicking in from Exports
Capsules, collagen, injectables will add on to incremental revenue growth with better margins

H2 should be big due to the new capacity addition reflected from Nov

Capex plans on track
30-35cr spending in next 3 years

Everything will be funded from IPO proceeds and internal accruals

Will continue to remain debt free

Injectable facility to commence operations in March 2025
2 lakhs/day capacity
Will reflect well from FY26 in numbers
30cr annual revenue with better margins

Capsules:
10 lakhs per day
Operational now and will contribute to H2 earnings

Myanmar order:
25cr
Trial order already dispatched
Orderbook will be executed in H2

1,461

Stock Insights 📰🗞️

06 Jan, 20:16

500 point rally in nifty has potential to kill all viruses and 500 point fall has potential to create new variants‼️

-Received as a forward

1,511

Stock Insights 📰🗞️

06 Jan, 18:53

BULK DEAL ALERT:🚨

AVRO INDIA

NUVAMA ASSET MANAGEMENT
Bought 63,750 shares @ Rs.222.47

1,658

Stock Insights 📰🗞️

06 Jan, 06:02

Current market is giving excellent opportunity to exit your mistakes. Going to exit many stocks where i feel valuations are frothy & shifting my allocation towards value bets with lots of optionalities. Happy to invest in business trading at reasonable valuations rather than hoping for multiple expansion in richly priced pf companies.

1,874

Stock Insights 📰🗞️

03 Jan, 13:31

Baazar Style Retail
#StyleBaazar
#StyleBaaza

Q3FY25 rev⏫24% at 412cr

9MFY25 rev⏫33% at 998cr

Very optimistic about Q4FY25 and expects string consumer demand to sustain

SSG at -3% for Q3 mainly due to preponement of Durga Puja by 11 days

9M SSG at 10%

V2 Retail stands out among peers, however has only 9-10 out of 140+ stores in West Bengal, so isn't an apple to apple comparable peer

18 additional stores in Q3FY25

511

Stock Insights 📰🗞️

03 Jan, 10:14

Wabag

Management meet with some large institutions and funds

#wabag

683

Stock Insights 📰🗞️

03 Jan, 10:09

WANBURY : The company successfully passed the ANVISA audit at its Tanuku plant in December 2024 with no observations.

The upgraded facility now meets global regulatory standards and is operating at full capacity to meet demand.

With a strong Q4 order book, sales are expected to grow in the upcoming quarters.

681

Stock Insights 📰🗞️

03 Jan, 10:08

Waaree Renewable - Largest Single Order in India - Old one

665

Stock Insights 📰🗞️

03 Jan, 05:46

Womancart

Equity Shares and Convertible Warrants on Preferential basis

Promoter is also taking part in warrants

Generational capital is taking a significant chunk of the pref.

#womancart #StockMarketIndia

800

Stock Insights 📰🗞️

03 Jan, 05:13

Unimech Aerospace
#Unimech
#UnimechAerospace

Listed 3 days back

Solid growth track record
Rich valuations after listing at 80% premium to issue price

Management in a post listing interview with CNBC mentioned that H2 is much bigger vs H1 and they have visibility for growth for next 2-3 years

Last 3 years:
Rev:
FY22 36cr
FY23 94cr
FY24 208cr
H1FY25 121cr

EBITDA:
FY22 7.7cr
FY23 35cr
FY24 79cr
H1FY25 49cr

PBT:
FY22 3.7cr
FY23 29cr
FY24 76cr
H1FY25 50cr

PAT:
FY22 3.4cr
FY23 23cr
FY24 58cr
H1FY25 39cr

OCF:
FY22 1.5cr
FY23 1.4cr
FY24 25cr
H1FY25 50cr

Almost debt free company
Solid return ratios
Superior growth track record with excellent OCF

ValueQuest bought a good stake on the listing day
They previously bought ig chunks of Zaggle and Kaynes on listing day

FY22-FY24
Rev CAGR 140%
EBITDA CAGR 220%
PAT margins of 27%

96% revenue comes from exports

816

Stock Insights 📰🗞️

02 Jan, 13:09

INDO FARM EQUIPMENT IPO DAY 3 FINAL DAY : IPO SUBSCRIBED 227.58 TIMES

QIB ; 242.4 TIMES
NON RETAIL; 501.65 TIMES
RETAIL ; 101.65 TIMES

1,007

Stock Insights 📰🗞️

02 Jan, 13:08

HONASA CONSUMER: Master Zairus, Chief Business Officer, will resign effective February 28, 2025, due to personal reasons.

1,061

Stock Insights 📰🗞️

02 Jan, 13:07

PRICOL: Company has approved divestment of wiping business division of the Company to Auto Ignition Limited on a slump sale basis.

1,183

Stock Insights 📰🗞️

02 Jan, 13:07

Cupid

Received purchase order from Tanzania for Male Condoms worth INR 14.91 Crore

1,172

Stock Insights 📰🗞️

02 Jan, 13:06

V2 Retail

Q3FY25 Standalone Revenue Up 58% At ₹591 Cr Vs ₹373.8 Cr (YoY)

Q3FY25 Same Store Sales Growth At 25% YoY

Total Number Of Stores As Of December 31, 2024, Stands At 160

1,157

Stock Insights 📰🗞️

31 Dec, 19:00

Happy New Year! 📈 ✨✨

Wishing you a year filled with prosperity, success, and endless opportunities.

May 2025 bring you:
- Thriving profits in your investments,
- Seamless IPO allotments, and
- A journey of unparalleled growth and achievements.

Here’s to a successful and rewarding year ahead! 💰

1,343

Stock Insights 📰🗞️

31 Dec, 06:52

Railways Theme is still ON🚂

🔸100000 km of new railway tracks over next 20 years

🔸Kavach Safety system to cover 44,000kms in next 5 years

🔸400 new Vande Bharat trains in 3years

1,663

Stock Insights 📰🗞️

31 Dec, 06:51

Avanti Feeds, Apex Frozen Foods In Focus

Incred Says,
India's shrimp industry is poised for a strong comeback in CY25

This is due to recovering global demand and reduced competition from Ecuador, whose overproduction led to industry consolidation

Favourable market conditions support this growth

The US and China are depleting shrimp inventories, and input costs like fishmeal and soymeal are declining

India is already gaining market share

Its shrimp imports to the US exceeded 40% in recent months, signalling its growing dominance in the global market

1,424

Stock Insights 📰🗞️

31 Dec, 06:50

INSIDER TRADE ALERT:🚨

-KILBURN ENGINEERING
Promoter Bought 0.04%

-ECLERX SERVICES
Trust Bought 0.01%

-ALMONDZ GLOBAL
Promoter Bought 0.31%

-NCC Limited
Promoter Bought 5400 shares

-Nureca Ltd
Promoter Bought 0.10%

-PANACEA BIOTEC
Director Bought 3000 shares

1,327

Stock Insights 📰🗞️

30 Dec, 06:34

Mukul Agrawal ji has astronomical rise in his wealth from 300-400 cr to 7200 cr. (that's massive on such a large base)

Winner - BSE, Nueland lab etc

Based on his rare interview, He use Techno-Funda similar to famous Stanley Druckenmiller use MA.

Triggers + Price/Volume 🪄

1,795

Stock Insights 📰🗞️

30 Dec, 06:29

India overtakes #Japan to become the third most powerful country in the world after the #US and #China.

1,525

Stock Insights 📰🗞️

27 Dec, 14:39

Savings can be created by spending less. You can spend less if you desire less. And you will desire less if you care less about what others think of you - Morgan Housel.

2,233

Stock Insights 📰🗞️

27 Dec, 09:37

COAL INDIA: MAY MISS PRODUCTION TARGET FOR FY25 BY 3.0-3.5% SEE FY25 COAL OUTPUT 810 MLN TN VS 838-MLN-TN TARGET POOR DEMAND, HIGH STOCKS AT MINES IMPACTING OUTPUT - CNBC TV18

2,359

Stock Insights 📰🗞️

27 Dec, 05:25

NBCC WINS ORDER RS 368.75CR

2,449

Stock Insights 📰🗞️

27 Dec, 05:24

Motilal Oswal coverage on PNG Gadgil
Target Price 950

PNG Gadgil
Market Cap 9,323 Cr.
Current Price 686

Stock P/E 60.5
ROCE: 30.8 % ,ROE: 32.4 %

- Fundamentally one of the best Gold related stock.
- Very high growth potential

1,192

Stock Insights 📰🗞️

27 Dec, 05:23

ACME Solar Secures ₹1,988 Crore Financing and Wins 300 MW SECI Solar Project

ACME Solar Holdings Limited continues to lead in renewable energy innovation:

🌟 Secured ₹1,988 Cr Financing
ACME Renewtech Pvt. Ltd., a subsidiary of ACME Solar, has obtained a term loan from Power Finance Corporation (PFC) to develop a 300 MW Solar-Wind Hybrid Project. The project will utilize high-potential solar sites in Bikaner, Rajasthan, and wind sites in Bhuj, Gujarat.

🌟 SECI ISTS Solar Project Win
ACME Solar also won a 300 MW Solar Power Project under the SECI-ISTS XVIII scheme at a tariff of ₹3.05/unit. The project is set to commence operations before June 30, 2025, benefiting from the government’s ISTS waiver incentives.

1,096

Stock Insights 📰🗞️

27 Dec, 05:23

BULK DEAL ALERT 🚨

Aarti Pharmalabs Limited

ABAKKUS ASSET MANAGER (Sunil Singhania)
Bought 10,69,972shares @ Rs.575.00-

983

Stock Insights 📰🗞️

26 Dec, 10:42

*1. Zaggle: FUND RAISE*
Board approved the issuance of 1.1 Cr equity shares at INR 523/share, aggregating to INR 595 Cr. Subscribers include Bank of India, Societe Generale, ICICI Prudential Technology, Nuvama Fund etc.

*2. Exhicon: AGREEMENT*
Company has signed an agreement with the International Association of Disaster Management (IADM) to host the 4th edition of the Disaster Management Expo & Summit in India, the 5th edition in the UAE, and the 6th edition in Sweden. The India event, starting October 11, 2025, will run for six months and is expected to generate USD 4 million (INR 34.1 Cr) in revenue. The UAE and Sweden editions are expected to bring in USD 2 million (INR 17.0 Cr). Company’s subsidiary, Digiglobe Advertising, will manage marketing, publishing, and exhibitor displays for all three events.

*3. Power and Instrumentation: STAKE INCREASED*
Company is increasing its stake in Peaton Electricals from 15% to 60%, aligning with its vision to strengthen its position in electrical manufacturing. PECL, recently licensed by Siemens to produce SIEPAN 8PU switchboards, brings advanced capabilities. This move enhances PIGL’s manufacturing, expands its product range, and boosts market reach with Siemens-certified products.

*4. Websol Energy: BUSINESS UPDATE*
Company has initiated the 600 MW Cell Line expansion at its Falta Plant by placing equipment orders and making advance payments. The project is set for installation and commissioning in Q1 FY26 (Jun-25), with commercial production expected by Jul ‘25.

*5. Aurionpro: Acquisition*
Board has approved the acquisition of a 100% stake in Fenixys SAS, a Paris-based company, through the Company’s Singapore-based subsidiary. Fenixys SAS, which reported FY24 revenue of INR 73 crore, operates in the Financial Technology Services and Consulting sector, specializing in banking and capital markets consulting across Europe and the Middle East. This acquisition will enable the Company to expand its presence in the European market. The total purchase consideration for the transaction is €10 million (INR 89 crore).

1,290

Stock Insights 📰🗞️

24 Dec, 15:21

Happiest Mind : Valuation cooled off to P/E: 45x on FY25 basis from 140x

3-year returns: (45%)

- Target to achieve $1 Bn REV by 2031
20-22% CAGR led by inorganic acquisition

- EBITDA margin guidance for FY25: 20-22%

- Organic REV base of $196 Mn with 30% growth aspiration in FY25, driven by acquisitions like Pure Software ($42 Mn) and Aureus ($8 Mn)

- GenAI initiatives generated $1.9 Mn in 1HFY25, targeting 10% of contribution in 1-3 years
- Gradual recovery in U.S. IT spends, led by BFSI; other verticals showing greenshot

- Valuation: Trades at ~45x FY25 EPS, 31x/27x on FY26E/FY27E EPS

1,459

Stock Insights 📰🗞️

24 Dec, 15:19

Nisus Finance
#Nisus
#NisusFinance
#NiFCo

Solid H1FY25 👏
Exponential YoY growth
Flat vs H2FY24

Rev at 33cr vs 12cr
H2 at 31cr

PBT of 25.4cr vs 9cr, up almost 3x YoY
H2 at 26cr

PAT at 19cr vs 5cr up 4x YoY 🔥
Flat vs H2FY24

FY24 PBT was 34cr
FY24 PAT was 24cr

Q1FY25:
As per RHP,
Rev was 15cr
PAT was 8.3cr

Did 18cr rev in Q2FY25
Did 10.5cr PAT in Q2FY25

Solid QoQ uptick 🔥

1,361

Stock Insights 📰🗞️

24 Dec, 15:17

BULK DEAL ALERT:🚨

Manorama Ind

LIC MUTUAL FUND
Bought 727,270 shares @ Rs.1,100

ADITYA BIRLA MUTUAL FUND
Bought 818,180 shares @ Rs.1,100.00

1,327

Stock Insights 📰🗞️

23 Dec, 13:06

This is Big from #WaareeEnergies

1) Capex/Investment of 551Cr/200Cr for 300 MW #Electrolyser Plant

2) Capex/Investment of 2073Cr/650Cr for Advance #LithionIon and Storage cell plant.

3) Capex of 130Cr in Solar Invertor.

Complete #Energytransition company

1,609

Stock Insights 📰🗞️

23 Dec, 09:21

WAAREE ENERGIES: Board approved

Electrolyser Plant: Rs. 551 Cr Capex + Rs. 200 Cr investment for a 300 MW plant via Waaree Clean Energy Solutions under MNRE's PLI tender. Funded by debt and internal accruals.

Lithium-Ion Plant: Rs. 2073 Cr Capex + Rs. 650 Cr investment for 3.5 GWh storage cell plant via Waaree Energy Storage Solutions. Funded by debt and internal accruals.

Inverter Business: Rs. 130 Cr Capex via Waaree Power; Waaree Energies to contribute up to Rs. 40 Cr.

1,762

Stock Insights 📰🗞️

23 Dec, 07:14

SOLAR 91 CLEANTECH-SME IPO

IPO bidding postponed for anchor investors and retail investors till further notice

BSE says in view of certain queries raised by complainants in media, same needs further examination

Anchor book was scheduled to open today and for retail investors tomorrow

Alert-Book Running Lead Manager Is Narnolia Financial Services

Src-BSE Notice

1,857

Stock Insights 📰🗞️

23 Dec, 05:52

SEBI issues interim order against Bharat Global Developers and 47 noticees

-Trading in the shares of Bharat Global Developers suspended until further notice

-SEBI flags false disclosures about business expansions and high-value orders

-Company under scrutiny for steep 105x jump in share price from Rs 16.14 to Rs 1702.95 within a year

-Investigation reveals fraudulent activities including inflated share prices and dubious preferential allotments

-Noticees barred from accessing the securities market or dealing in shares

-Assets of involved entities impounded; bank accounts frozen

-SEBI directs detailed investigation into fraudulent scheme by March 2025

-Public advised caution while investing in companies with suspicious disclosures

-Corporate actions like bonus issue and stock split halted to protect investors

1,982

Stock Insights 📰🗞️

21 Dec, 18:56

3 fundamentally strong, HIGH growth RECYCLING related stocks under 2500 cr market cap

1. Eco Reco: E-waste Recycling
Market Cap: 1917, PE: 80.8
CMP: 994 , ATH: 1215
Down from ATH : 18%

2. Tinna Rubber: Tyre Recycling
Market Cap: 2461, PE: 45.4
CMP: 1437, ATH: 2179
Down from ATH: 34%

3. Pondy Oxides: Metal Recycling
Market Cap: 2364, PE: 41.7
CMP: 908, ATH: 1191
Down from ATH: 23%

1,898

Stock Insights 📰🗞️

21 Dec, 14:38

I AM NIFTY 50

I fell from 1200 To 600
They said it’s over.

I fell from 1800 To 880
They said it’s over

I fell from 6400 To 2250
They said it’s over

I fell from 12,400 To 7,500
They said it’s over

I fell from 18,600 To 16,400
They said it’s over

I just fell from 26k To 23k
They said it’s over

I’m just STARTING.. My Best is yet to come!

1,852

Stock Insights 📰🗞️

20 Dec, 17:48

United Drilling
Mcap - 538 Cr

Company has received order from ONGC Ltd for one of our product line i.e; Large OD casing pipe with multi start connectors

Order Value - 55 Cr

2,009

Stock Insights 📰🗞️

20 Dec, 17:03

Medical Devices sector to grow to $30bn by 2030

One such co. which is into medical devices in which Ashish Kacholia holds 3.53% stake

Saakshi Medtech & Panels Ltd.

Although they are now focusing more into Electrical side of business.

2,148

Stock Insights 📰🗞️

19 Dec, 20:59

Neelam Linen and Garments
#NeelamLinen
#Neelam

H1FY25 announced today

Rev at 37cr vs 34cr

Other income at 48lacs vs 1.4cr

PBT at 1.35cr vs 68lacs

Higher tax paid in H1FY25

PAT at 92lacs vs 67lacs

Rich valuations, Avg set

1,939

Stock Insights 📰🗞️

06 Dec, 09:35

MAHARASHTRA CM FADNAVIS SAYS MAIN FOCUS WILL BE ON RENEWABLE ENERGY: LIVE INTERVIEW

1,108

Stock Insights 📰🗞️

06 Dec, 05:06

BIG POSITIVE FOR BANKS

RBI CUTS CRR BY 50 BPS

#BREAKING

1,297

Stock Insights 📰🗞️

05 Dec, 11:07

Salzer Electronics At ATH 🥳 🤩

It was worth holding

#salzer

1,491

Stock Insights 📰🗞️

05 Dec, 11:05

The biggest MOAT for an Investor is not just to identify good stocks, but also possess a good behaviour. Your skill and endurance gets tested to the core during drawdowns. Those who navigate during tough times without panicking, they eventually come out as winners.

- Gunavanth Vaid Sir

1,302

Stock Insights 📰🗞️

04 Dec, 07:24

Gist of interview of Jitendra Adhia, President of Finance of the Rajkot-based 3W manufacturer Atul Auto Limited

Targeting sales of 40,000 units in CFY and 50,000 units in FY26. In FY24, it sold 26,000 units. In CFY, it has been selling an average of 2,700-2,800 units per month. It is on track to achieve its target of 4,000 units per month by Q4CFY.

It has also been aggressively expanding its dealer network in the domestic market with 40 new dealers added by November.

Plans to boost export contributions from the current 11% to 15-20% within three years, supported by growing exports and repeat orders from existing markets.

EVs currently account for 28% of its total sales (nearing one-third of the overall sales mix). Confident that this share will increase further as it deepens its presence in the L3 and L5 EV segments (It offers two types of 3W EVs - L3 and L5 - 3Ws designed for transporting goods or passengers. It saw mixed results in the EV segment. EV L3 sales declined by 15% to 526 units, while EV L5 sales reached 151 units. ).

Its MCAP stands at ₹1,738 crore, with its shares gaining nearly 1% over the past year.

1,474

Stock Insights 📰🗞️

03 Dec, 20:01

Valuations in the Alcohol space in India in comparison with the peers

1,402

Stock Insights 📰🗞️

03 Dec, 19:56

PG Electroplast is on 🔥!

🚀They've recorded a stellar 212% growth in AC sales for Q2, gaining market share rapidly.

👍This year, they've boosted capacity by 50% YoY, yet expect to max out production.

No doubts why they have inc. their annual guidance..to PAT of 250crs💸

1,449

Stock Insights 📰🗞️

03 Dec, 08:07

Zaggle

Partners With Mastercard To Boost Growth

45-55% growth in topline in FY25
Aims To Double Revenue By FY26

Guidance of 15-16% EBITDA in next 3-4 years

950 Cr of fund raise in pipeline

#zaggle #StockMarketUpdate

1,560

Stock Insights 📰🗞️

03 Dec, 06:37

Neuland Labs 10X 🔥🔥

#neuland

1,426

Stock Insights 📰🗞️

02 Dec, 19:06

Madhusudan Kela believes that energy transition and liquor business can become big for the next 10–20 years.

It's definitely worth your time.

1,677

Stock Insights 📰🗞️

02 Dec, 18:43

Shree Pushkar hits a new all-time high!
A strong performance in the textile sector could positively impact the dye and dye intermediate industry, benefiting companies like Shree Pushkar.

Additionally, with the ongoing shortage of DAP fertilizer in India, SSP fertilizer - manufactured by Shree Pushkar, serves as a partial substitute for DAP.

While Shree Pushkar was an attractive buy around 200 levels 5-6 months ago, it may not offer the same value at current levels

1,696

Stock Insights 📰🗞️

02 Dec, 18:24

TAC Infosec Ltd has onboarded 331 clients from 42 countries in November, including prominent organizations such as King's College London, Fortinet, and the Ministry of Education (Singapore).

The company has exceeded 1,700 clients since April 2024 and is targeting 3,000 clients by March 2025.

TAC Security utilizes its AI-powered ESOF platform to provide cyber risk quantification and advanced cybersecurity solutions.

1,564

Stock Insights 📰🗞️

02 Dec, 15:18

Advait Energy

Company has been declared as a qualified bidder by the Gujarat Urja Vikas Nigam Ltd for 50 MW Standalone Battery Energy Storage Systems in Gujarat under Tariff-Based Global Competitive Bidding (Phase-IV) with Viability Gap Funding Support

1,644

Stock Insights 📰🗞️

02 Dec, 07:28

🚨 Starbucks to open one store every three days in India and plan to have 1,000 cafes by FY28.

At present, Starbucks has 457 stores in India.

1,782

Stock Insights 📰🗞️

02 Dec, 07:17

EMS limited 😎😎😎

Appointment 2 new senior management

1. Avinash Kumar Verma - 15 years experience ( sewage treatment, water treatment plant)

2. Amit Kumar sinha;- 11 years experience ( sewage treatment, water treatment plant)

1,706

Stock Insights 📰🗞️

02 Dec, 07:11

C.E. Info Systems (MapMyIndia)! 🚀

Here’s why it’s a #StocksToWatch:

📌 Strong Vision: Targeting ₹1,000 Cr revenue by FY28 with no expected dip in margins.
📌 Global Growth: Expanding into SE Asia through new JVs.
📌 Auto Partnerships: Revenue boost expected from Hyundai-Kia customers.
📌 Order Book: ₹1,300+ Cr and growing.
📌 Financial Strength: ₹600 Cr cash reserves for strategic investments in drones, consumer biz, and R&D.
Key Strategies:
🔹 Short-Term: Hyundai JV to deliver results by FY26.
🔹 Long-Term: Driving Mappls app growth to 50-60M downloads via organic investments (~₹5 Cr in marketing).
🔹 Revenue Growth: Needs 25% YoY growth for the next 4 years to hit targets.
While advertising is impacting margins short-term, the company is positioning itself for sustainable profitability as its consumer base and partnerships scale. 🚗📱

- Lajja Shah from X

1,764

Stock Insights 📰🗞️

02 Dec, 06:40

CDMO 🎯

$ 200 Bn business,Projected to grow to $ 300 Bn in 5 yr

Current market share for India is 7 Bn USD, China is at 25 BN USD

Sector growth+Some shift from China can take india from 7 BN to 20 BN USD - 3x Market in next 5 years

1,476

Stock Insights 📰🗞️

02 Dec, 06:39

Sterling and Wilson Renew

Company received LOA for supply, installation and commissioning of 396 MWp DC project (BOS) in Rajasthan from a Private IPP

Order Value - INR 504 crore

#SWsolar #StockMarketUpdate

1,439

Stock Insights 📰🗞️

01 Dec, 06:54

Ganesh Ecosphere - Fully Booked for 12 Months & New Expansion announced

Focus on such stories

#Ganecos

1,621

Stock Insights 📰🗞️

30 Nov, 18:48

🚨 After Apple, Google Pixel set to be manufactured in India.

Dixon Technologies will manufacture Google Pixel devices in India from its Noida facility.

1,750

Stock Insights 📰🗞️

30 Nov, 18:47

Corrections are the easiest time to spot the leaders 🔥🔥

1,507

Stock Insights 📰🗞️

30 Nov, 11:23

EMS COMPANIES IN FOCUS

IT Ministry likely to seek Cabinet’s nod for Rs 40,000 crore package to boost electronic components' manufacturing

1,611

Stock Insights 📰🗞️

25 Nov, 14:10

Basic gyan of stock market :

After the brutal fall , most of the times , largecaps will recover first & then Midcap , then Smallcap and in last Kachracap/ Bhangarcap

361

Stock Insights 📰🗞️

25 Nov, 04:29

Zaggle | Management Guidance

Management is very confident of doubling the FY24 revenue in the 2 years
FY24 revenue - 775 Cr

739

Stock Insights 📰🗞️

24 Nov, 07:58

Shiv Texchem Ltd
#ShivTexChem
#ShivTex

Not a fancy business, but a solid consistent performer with amazing execution consistently

Solid FY22, FY23 and FY24
Follows up with equally impressive H1FY25 🔥👏

H1FY25:
Rev at 1031cr vs 613cr

EBITDA at 35cr vs 23cr
OPM at 3.4% vs 3.7%

PBT at 28cr vs 15cr

PAT at 21cr vs 11cr

FY24/FY23/FY22
Rev at 1534cr/1117cr/859cr

EBITDA at 60cr/37cr/22cr

PAT at 30cr/16cr/13.8cr

D/E at 1.3x

RoE 19%
RoCE 27%

Industries catered:
Paints and Coatings
Adhesives and Polysols
Pharma
Agrochem
Dyes and Chemicals
Cosmetics
Detergents
Speciality Polymers
Construction Chemicals

Clients:
Gujarat Fluorochemicals
Reliance
Ashapura
Blue Jet
Jesons
Apcotex
Vinati Organics
Styrenix

1,090

Stock Insights 📰🗞️

23 Nov, 16:28

ust think demand of cement for Dharavi project , Ambuja & ACC comes out of winner

Even PSP projects & ITD Cementation

1,115

Stock Insights 📰🗞️

23 Nov, 11:05

First thoughts on potential winners of Maharashtra elections

Solar companies
Shakti pumps
Nibe
Nibe Ordinance
Shree Osfm
J Kumar infra
Capacite Infra
RRP Semiconductors

1,237

Stock Insights 📰🗞️

22 Nov, 09:40

Zepto fundrasing spree continues as it raises $350 Mn more

Lead investor: Motilal Oswal Private Wealth
Celebrities: Sachin Tendulkar, Abhishek Bachchan

◾️Funding in 2024: $1.35 Bn
◾️Funding since inception: $1.85 Bn
◾️Valuation (unchanged): $5 Bn

1,400

Stock Insights 📰🗞️

21 Nov, 17:18

sharp tank

1,637

Stock Insights 📰🗞️

21 Nov, 17:16

“There’s an old market saying about stocks to the effect that they all go down together.”
— Charles Ellis

#StockMarket

1,699

Stock Insights 📰🗞️

20 Nov, 15:51

AVP Infracon has received a subcontract of 33.19 crores.

Delivery Completion is One Year.

1,961

Stock Insights 📰🗞️

20 Nov, 15:45

🚨#SkyGold Nuvama revised target from 3600 to 4500🔥💥🚀

1,928

Stock Insights 📰🗞️

19 Nov, 17:03

PSP Projects

Adani Infra (India) Limited” acquiring ~30% stake in PSP Projects Limited

1,963

Stock Insights 📰🗞️

18 Nov, 16:46

Waaree Energies
#WaareeEnergies

Decent on a high base
Nothing extraordinary

Rev at 3663cr⏫3%

EBITDA at 614cr⏫14%
OPM at 16.76% vs 15.13%

PAT at 376cr⏫17.3%

Production of 3.3 GW in H1FY25

Orderbook at 20GW

600cr investment for setting up and development of infrastructure for renewable power projects and bidding pipeline

Concall at 12pm tomorrow

2,333

Stock Insights 📰🗞️

17 Nov, 19:46

Vietnam has emerged as the key beneficiary of China's declining market share in U.S. apparel imports, whereas India has not been able to capitalize much on this shift so far.

2,344

Stock Insights 📰🗞️

17 Nov, 05:43

I have finished the process(training). The fight is the party. 🙌🔥

- Iron Mike Tyson

2,306

Stock Insights 📰🗞️

16 Nov, 15:37

Alpha Ideas 20 20 Meet - 2024 Edition

1. Indostar Capital - Danesh Mistry

2. Hawkins India - Prajesh Maroo

3. NSE India (Unlisted) - Pritesh Vora

4. Cantabil Retail - Anshul Saigal

5. JM Financial - Jatin khemani

6. HIL Limited - Jiten Parmar

7. Greaves Cotton - Tushar Bohra

8. Sunteck Realty - Rushmik Oza

9. KRN Heat Exchanger - Abhisar Jain

10. Shankara Building Products - Abhinav & Raghav Aggarwal

11. Sai Silks Kalamandir - Ashwini Agrawal

12. Welspun Corp - Rakesh Laroia

13. Arvind Smartspaces - Ishmohit Arora

14. India Shelter Finance - Darshan Deora

15. E2E Networks - Sivaramakrishnan R

16. SAREGAMA INDIA - Aashish Upglanawar

17. MOIL - Digant Haria

18. Atlanta Limited - Ankit Kanodia

19. PG Electroplast - Vivek Mashrani

20. HBL Power and Atul Limited - Abhishek Basumallick

#AlphaIdeas2020

2,581

Stock Insights 📰🗞️

16 Nov, 09:10

Companies with Strong #Q2FY25 Results

Ganesha Ecosphere
Artemis Medicare
Jyoti CNC
AVG Logistics
Addictive Learning
SH Kelkar
Dynamic services and Security
Karnika
Lemon Tree
Suyog Telematics
Frontier Springs
Zaggle
Avanti Feeds
RBM Infra
Capacite Infra
JG Chemicals
Garware HiTech Films
Macpower CNC
Sign Post
WOMANCART
Banco Products
Nibe Ltd
Oriana Power
PN Gadgil Jewellers
Oriental Aromatics
Alpex Solar
BSE
Indo Tech
Marine Electricals
Shivalic Power Control
Excel Industries
Ashoka Buildcon
EIH Ltd

1,914

Stock Insights 📰🗞️

16 Nov, 09:09

Five companies to study this weekend to start your investing journey:

AC Theme: KRN Heat Exchangers

Solar/Green H2: Oriana Power

Lab Grown Diamond: Goldiam Int

Geospatial Mapping: Ceinsys Tech

Power Transmission: Danish Power

No buy sell recommendation.

- AIM Investments

2,072

Stock Insights 📰🗞️

15 Nov, 17:51

Ganesha Ecosphere

Comany has decided to set up a Green field Project with a capacity of 45,000 tons per annum (TPA) to manufacture rPET Chips/Granules in the State of Odisha

Capex - 450-500 Crore

2,180

Stock Insights 📰🗞️

15 Nov, 08:14

So, FII selling is done. Back to buying? 🤣

2,355

Stock Insights 📰🗞️

15 Nov, 06:19

#LemonTree
Solid Q2FY25 🔥
Rev at 283cr vs 229cr, Q1 at 268cr
EBITDA at 131cr vs 104cr, Q1 at 115cr
PBT at 45cr vs 35cr, Q1 at 29cr
OCF at 201cr vs 168cr

2,144

Stock Insights 📰🗞️

14 Nov, 17:03

Frontier Springs #Q2FY2025
Strong nos 🔥🥳

Revenue grew by 59% to 52 Cr YoY

EBITDA grew by 10.7 Cr to 126%
Margin at 20.46% vs 14.41%

Net Profit grew by 155% to 7.29 Cr

Cash 11 Cr vs 2 Cr

H1FY24 OCF 21 Cr vs 11 Cr

#frontier #StockMarket

1,730

Stock Insights 📰🗞️

14 Nov, 14:49

Suyog Telematics #Q2FY2025
Strong nos 👍

Revenue grew by 17% to 48 Cr YoY

PBT grew by 42% to 25 Cr

Net Profit grew by 25% to 20 Cr

Cash on BS 15 Cr vs 3.67 Cr
OCF at 40 Cr

#suyog #StockMarket

1,873

Stock Insights 📰🗞️

14 Nov, 13:56

Womancart Ltd #H1FY25
Blockbuster result 🥳🔥🔥

Revenue at 22 Cr vs 10.6 Cr YoY

PBT at 3.78 Cr vs 1.64 Cr

Net Profit grew by 2.66 cr vs 1.23 Cr 🔥

Cash 13 Cr vs 4.67 Cr 👍

#womancart #StockMarket

1,914

Stock Insights 📰🗞️

14 Nov, 08:36

Jyoti CNC #Q2FY2025
Excellent result 🔥🥳

Revenue grew by 42% to 4300 Cr YoY

EBITDA grew by 96% to 106 Cr
Margin at 24.7% vs 18.1%

Net Profit grew by 350% to 76 Cr

OCF at -94 Cr vs -77 Cr

#jyoticnc #StockMarket

1,971

Stock Insights 📰🗞️

14 Nov, 08:02

'Foreign investors who exit India may not find a similarly competitive price to make an entry elsewhere', says Raamdeo Agrawal

2,011

Stock Insights 📰🗞️

14 Nov, 06:26

FIIs have sold about 1.5l crore since Oct 1. And markets have fallen only 10%

This is truly amazing. Who would have thought that supply of this magnitude can be absorbed with only a 10% fall?

1,888

Stock Insights 📰🗞️

14 Nov, 06:24

RBI should definitely cut interest rates, says Piyush Goyal 👀

1,886

Stock Insights 📰🗞️

14 Nov, 06:22

GOLDMAN SACHS Says

It’s India’s Century, not just 🇮🇳 decade

Clients are overwhelmed By opportunity In 🇮🇳

Not worried by recent profit-taking 😊

1,840

Stock Insights 📰🗞️

14 Nov, 06:04

#Sky Gold Limited

H1 FY25 Consolidated Financial Result
Total Income of ₹ 1512.86 Cr, up by 95.62%
EBITDA of ₹ 97.03 Cr, up by 172.58%
EBITDA Margin (%) of 6.41%, up by 181 Bps
Net Profit of ₹ 56.84 Cr, up by 236.64%

1,254

Stock Insights 📰🗞️

14 Nov, 04:52

Banco Products
#Banco
#BancoProducts

Solid Q2FY25 👏

Amazing show with multi year high margins

23% OPM

Solid revenue growth

Rev at 895cr vs 725cr
Q1 at 804cr

EBITDA at 206cr vs 122cr
Q1 at 133cr

OPM at 23% vs 17%

PBT at 197cr vs 104cr
Q1 at 109cr

PAT at 139cr vs 66cr
More than 2x YoY
Q1 at 69cr

OCF at 458cr👏🔥

Hardly any debt
D/E at 0.2x

Despite the rally, TTM P/E of 18x

1,242

Stock Insights 📰🗞️

13 Nov, 16:56

#NALCO
Blockbuster Q2FY25 👏 🔥
Rev at 4001cr vs 3043cr, Q1 at 2856cr
PBT at 1436cr vs 275cr, Q1 817cr
PAT at 1046cr vs 187cr, Q1 at 588cr
OCF at 1721cr vs 575cr

#VVIPInfra(SME)
Blockbuster H1FY25 🔥 👏
Record set
Rev at 170cr vs 120cr, H2 at 163cr
PBT at 40cr vs 16cr, H2 at 11cr
Significant margin expansion
PAT at 27cr vs 11cr, H2 at 9cr
OCF at -77cr vs 30cr
Big spike in receivables, grows faster than sales
Need to track H2

1,298

Stock Insights 📰🗞️

13 Nov, 16:55

Zaggle Prepaid #Q2FY2025
Strong performance 🥳🔥

Revenue grew by 64% to 302 Cr YoY

EBITDA grew by 77% to 27 Cr
Margin at 8.8% vs 8.2%

Net Profit grew by 144% to 18.5 Cr

H1FY25 Trade receivable 201 Cr vs174 Cr

OCF at -1 Cr vs -35 Cr yoY

#Zaggle

1,211

Stock Insights 📰🗞️

13 Nov, 16:44

Shree Pushkar Chemicals #Q2FY2025
Good nos 👍

Revenue AT ₹ 176 Crores, down by 5% YoY

EBITDA at 19 Cr, up by 36%
Margin at 10.9% vs 7.5%

Net Profit at ₹ 13 Crores, up by 57% YoY

#pushkar #stockmarketsindia

1,271

Stock Insights 📰🗞️

13 Nov, 14:45

Horizon Matters

#Nifty 50 was

Down by 1.27% Yesterday
Down by 6% in last 1 month
Up by 26% in last 1 year
Up by 36% in last 3 year
Up by 104% in last 5 years
Up by 1222% in last 20 Years
Up by 1818% in last 30 Years

Don’t let short term correction cloud your vision

1,041

Stock Insights 📰🗞️

13 Nov, 09:31

आपने प्लॉट ख़रीदा बहुत ज़्यादा बारिश की वजह से वहाँ बाढ़ आ गया जिससे प्लॉट का वैल्यू कम हो गया

तो क्या आप अपना प्लॉट सस्ते में बेचेंगे?

कोई नहीं बेचेगा क्योंकि बाढ़ कुछ दिन में खतम हो जाएगा & वापस प्लॉट अपने वैल्यू पर आ जाएगा

शेयर बाज़ार में कई बार बाढ़ जैसी परिस्थिति आती रहती है। इसलिए धैर्य के साथ अपने अच्छे स्टॉक को होल्ड करे, क्योकि बुल मार्केट में brightcom जैसे कचरा स्टॉक भी 20 गुना रिटर्न दे देते है।

#psychology

- Atul Singh from X

1,184

Stock Insights 📰🗞️

13 Nov, 07:48

Learning to love markdowns is critical for long-term investment success.

#investing

1,137

Stock Insights 📰🗞️

13 Nov, 07:48

PBT MARGINS OF SMALL SIZE SOLAR PEERS

#AlpexSolar - 14.3% & TTM PE 50

#Insolationenergy - 12% & TTM PE 90

#SolexEnergy - 6% & TTM PE 83

THERE'S A VERY STRONG REASON FOR BEING BULLISH ON ALPEX. IN FACT, IT SHOULD BE TRADING AT A PREMIUM AS COMPARED TO OTHER 2 !

1,127

Stock Insights 📰🗞️

13 Nov, 06:03

“The stock market is the only market where things go on sale and all the customers run out of the store.”
- Cullen Roche

#stockmarketsindia

1,117

Stock Insights 📰🗞️

12 Nov, 18:09

Ganesha Ecosphere #Q2FY25Results
Blockbuster result 🔥🥳

Revenue grew by 39% to 386 Cr YoY

EBITDA grew by 120% to 55 Cr
Margin at 14.3% vs 9.1%

Net Profit at 27 Cr vs 3 Cr 🔥

INR 13.9k EBITDA per ton vs INR 7.9k/ton in Q2FY24

#ganeshaecosphere #StockMarket

1,292

Stock Insights 📰🗞️

12 Nov, 17:57

Pennar Industries #Q2FY25Results

Total Income at INR 753 Cr, down by 8% YoY

EBITDA at 81 crore, up by 3%

PBT at 36 crore, up by 21%

Net Profit at 27 crore, up by 20%

PAT is higher due to lower interest and other expenses.

H1FY25 Cash 110 Cr vs 90 Cr in March24
OCF 102 Cr vs 51 Cr YoY

#pennar #StockMarket

1,209

Stock Insights 📰🗞️

12 Nov, 10:36

Macpower CNC #Q2FY25
Good nos 👍

Revenue at 71 Cr vs 63 Cr YoY

PBT at 11 Cr vs 8 Cr

Net profit at 8.3 Cr vs 6.1 Cr

H1 OCF at -2.3 Cr vs 13.61 Cr

1,142

Stock Insights 📰🗞️

12 Nov, 03:59

To the man with only a hammer, every problem looks pretty much like a nail.

- Poor Charlie's Almanack

1,164

Stock Insights 📰🗞️

11 Nov, 18:19

Orient Technologies
#OrientTech
Robust Q2FY25 🔥 👏
Record set
Rev at 223cr vs 149cr, Q1 at 149cr
PBT at 19.4cr vs 12.2cr, Q1 at 12.4cr
PAT at 15cr vs 9cr, Q1 at 9cr
60% growth in PBT and PAT 👏 🔥
OCF at -6cr vs -12cr

BLS international
#BLS
#BLSInternational
Blockbuster Q2FY25 👏 🔥
Base getting bigger and BLS is delivering big numbers every qtr
Rev at 495cr vs 407cr, Q1 at 492cr
Other income at 23cr vs 9cr, Q1 at 18cr
PBT at 164cr vs 87cr, almost 2x YoY 🔥
Q1 at 134cr
PAT at 146cr vs 82cr, Q1 at 121cr
OCF at 341cr vs 147cr🔥👏

Krishna Defence(SME)
#KrishnaDefence
Blockbuster H1FY25 🔥 👏
Record set
Rev at 94cr vs 35cr, H2 at 71cr
PBT at 14cr vs 3cr, H2 at 10cr
PAT at 11cr vs 3cr, H2 at 7cr
OCF at -11cr vs -3cr

1,252

Stock Insights 📰🗞️

11 Nov, 18:16

Sandhar Tech #Q2FY2025

Strong result 👌🔥

#sandhartech

1,144

Stock Insights 📰🗞️

11 Nov, 18:08

HLE Glascoat #Q2FY2025
Good nos
cycle turn 👍👍

Good momentum in the pharmaceutical industry 👌

Orderbook - ₹ 602 Cr

#HLEglasscoat

1,186

Stock Insights 📰🗞️

11 Nov, 18:01

Sae Televentures(SME)
#SarTele
Solid H1FY25 🔥 👏
Rev at 117cr vs 36cr, H2 at 88cr
PBT and PAT at 16cr vs 4cr, H2 at 12cr
OCF at -204cr vs -197cr
Short term loans at 420cr vs 221cr

1,068

Stock Insights 📰🗞️

11 Nov, 18:00

Salzer Electronics #Q2FY2025
Outstanding performance 🔥🔥

Revenue up by 22% to 344 Cr YoY

EBITDA at Rs. 35 crore, growth of 32%
EBITDA Margin at 10.2% with margin growth of 72 bps

Net Profit at at Rs. 27 crore, growth of 170% 🔥

Received First Small order for Rs 5 cr for Smart Meter

34% YoY growth in Industrial Switchgear and 10% YoY growth in Wires & Cables

#salzer #StockWatch

1,135

Stock Insights 📰🗞️

11 Nov, 12:50

Bansal Wire Industries
#BansalWire
Blockbuster Q2FY25 👏 🔥
Highest ever revenue, EBITDA, PBT and PAT 👏
Rev at 825cr vs 603cr, Q1 at 817cr
PBT at 57cr vs 29cr, Q1 at 44cr
Solid margin expansion QoQ and YoY 🔥
PAT at 40cr vs 18cr, Q1 at 31cr
OCF at -218cr vs -496cr

Awfis Space Solutions
#Awfis
#AwfisSpace
Solid Q2FY25 🔥 👏
Rev at 292cr vs 208cr, Q1 at 257cr
EBITDA at 100cr vs 60cr⏫67%
34.3% OPM 🔥👏
PBT at 15cr vs -4.3cr, Q1 at 2.8cr
PAT at 38cr vs -4.3cr
Includes 24cr exceptional gain due to divestment of FMS division Awfis Care

1,135

Stock Insights 📰🗞️

11 Nov, 10:57

PG Electroplast #q2fy25results
Strong Performance 🔥🔥

Revenues at INR 671 Cr, growth of 46% YoY

EBITDA stood at 60 Cr, growth of 48%
Margin at 9% vs 8.9%

Net profit stood at 19.47 Cr growth of 57%

Electronics ex-TV business in PG Electroplast contributed 12% of the total revenues and grew by ~700%

#PGelectroplast #PGEL #stockmarketsindia

1,129

Stock Insights 📰🗞️

11 Nov, 07:23

HFCL

HFCL and its consortium partners are the lowest bidders for the BharatNet Phase III Project, out of multiple bids totaling over ₹8100 crores

1,297

Stock Insights 📰🗞️

09 Nov, 17:47

Healthcare Global Ent #Q2FY2025
Strong nos 👍👍

Revenue grew by 14% to 553 Cr YoY

Adj. EBITDA grew by 21% to 102 Cr
Margin at 18.5% vs 17.4%

Net Profit grew by 33% to 18 Cr

ARPOB stood at Rs. 45,188 vs. Rs. 42,058 in Q2FY24
AOR stood at 65.6% vs. 65.8%

660

Stock Insights 📰🗞️

09 Nov, 05:12

Samhi Hotels
#SamhiHotels
#Samhi

Solid Q2FY25 👏
Delivered another great quarter with EBITDA of 100+cr

All set to do 420-440cr EBITDA for FY25 looking at current run rate

Solid uptick in occupancy and revPAR

Post acquisition done yesterday, Hyderbad inventory saw a 21% increase

Addition of 3 new upscale hotels with 525 rooms
Hyderabad and Bengaluru

Q2FY25:
revPAR at 4529 Rs⏫16.5%

Rev at 271cr⏫21.2%

EBITDA at 102cr⏫37.6%

PAT at 13cr

New openings in Q3FY25:
302 rooms under Holiday Inn
Annual revenue potential of 25-30cr

Doing right things with decent execution post listing

H2 is better for hotels vs H1

Let's see what EBITDA levels Samhi could clock in H2FY25

934

Stock Insights 📰🗞️

08 Nov, 17:56

Folks stay away from these companies

1,150

Stock Insights 📰🗞️

08 Nov, 17:38

Whirlpool India #Q2FY2025
Strong YoY result 👍

Revenue at 1713 Cr up by 12.6% YoY

PBT at Rs. 73.4 Cr up by 40.3%

Net Profit at Rs. 53.5 Cr up by 40.1%

#whirlpool #StockMarket

1,137

Stock Insights 📰🗞️

08 Nov, 16:06

Teerth Gopicon #H1FY24
Blockbuster results 🔥🔥

Revenue grew by 82% to 68 Cr YoY

EBITDA grew by 202% to 16 Cr
Margin at 23.75% vs 14.30%

Net Profit grew by 178% to 9.52 Cr

Order Book - 1,081 Cr

#TeerthGopicon #stockmarketsindia

1,190

Stock Insights 📰🗞️

08 Nov, 15:39

Slipper sales slipping?
Guess everyone is too busy investing in 'Stocks Instead of Slippers' 🩴➡️📈 😃

#relaxo

1,091

Stock Insights 📰🗞️

08 Nov, 15:27

Jupiter Wagons #Q2FY2025
Decent result

Total income stood at 1018 Cr, up by 15% YoY

EBITDA for 139 Cr, up 15% YoY
EBITDA Margin of 13.8%. 

Net Profit stood at 89 Cr, up by 9% YoY

Order book stands at ₹ 6643 Cr

#stockinvesting

1,019

Stock Insights 📰🗞️

08 Nov, 15:18

DCX Systems

Company has received export orders from Lockheed Martin Global Inc, USA for US$ 54,798,120.00 (Equivalent to about INR 460.30 Crores )

Time period - 12 Months

#DCX #stockinvesting

994

Stock Insights 📰🗞️

08 Nov, 13:57

KRN Heat Exchanger - some points that might help

- Promoter risen from shop floor to start his own company
- Doing 6X capacity enhancement
- Make heat exchangers for commercial HVAC , not residential. So competitors are Alfa Laval and Danfoss
- Entire IPO was for capacity enhancement, no funds for promoter or investors

1,036

Stock Insights 📰🗞️

08 Nov, 12:45

Yatharth Hospital
#Yatharth
Higher depreciation, higher employee expenses leads to flat PBT
Rev at 217cr vs 171cr, Q1 at 211cr
Good uptick in EBITDA QoQ and YoY
Employee expenses at 41cr vs 28cr
Depreciation at 16cr vs 6cr, Q1 at 11cr
PBT at 40cr, flat YoY
OCF at 99cr vs -5cr👏🔥

Innova Captab
#InnovaCaptab
Steady and solid Q2FY25 👏
Consistently delivering solid set
Rev at 328cr vs 282cr, Q1 at 294cr
PBT at 47cr vs 30cr, Q1 at 39cr
PAT at 35cr vs 23cr, Q1 at 29cr
Highest ever quarter 🔥
OCF at 31cr vs 78cr

1,023

Stock Insights 📰🗞️

08 Nov, 12:44

Alufluoride #Q2FY2025
Highest revenue and PAT 👍

Revenue at 51 Cr vs 43 Cr YoY

PBT at 8.2 Cr vs 7.7 Cr

Net Profit at 6.6 Cr vs 5.4 Cr

#StockMarket

966

Stock Insights 📰🗞️

08 Nov, 11:28

Premier Energies
#PremierEnergies
Blockbuster Q2FY25 👏
Highest ever set 🔥
Rev at 1527cr vs 693cr, Q1 at 1657cr
PBT at 275cr vs 70cr, Q1 at 245cr
Solid margin expansion YoY, decent QoQ
PAT at 206cr vs 52cr, Q1 at 198cr
OCF 845cr vs 35cr🔥👏

#PixTransmission
Blockbuster Q2FY25 👏
Rev at 159cr vs 124cr, Q1 at 129cr
Other inc at 10cr vs 4cr
PBT at 53cr vs 28cr, Q1 at 36cr
PAT at 40cr vs 21cr, Q1 at 27cr
OCF at 64cr vs 87cr

1,089

Stock Insights 📰🗞️

08 Nov, 09:45

Ethos Limited #Q2FY25Results

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

#StockMarket #ethos

1,025

Stock Insights 📰🗞️

08 Nov, 07:16

Suyog Telematics at new high 🥳🥳

Recommended @1125 to our prime members 🤩

1125 to 1943 💥🚀

72% return in few months 🥳🔥🔥

1,156

Stock Insights 📰🗞️

08 Nov, 07:13

Country Reforms and Economy at Inflection point

FII holding is at 12 years LOW

What if they decide to reverse their action😊

There is no denying they have missed out on the best wealth creating period💹

For a growing economy like us equity participation has to go up multiple times

The base has been formed, it's all about scaling up now. Patient capital will reap huge rewards over the long run.

FII zaruri hai zarurat nahi ✅

- Gunavanth Vaid Sir

1,105

Stock Insights 📰🗞️

07 Nov, 18:29

Eureka Forbes #Q2FY2025
Fantastic result 🔥🔥

Revenue increased 13% YoY to 673Cr

(Adj.) EBITDA increased 25% to 77 Cr
Adj. EBITDA margin improved 106bps YoY to 11.5%

Net Profit increased 83% to Rs 46.7Cr

H1FY25 Trade receivables: 231 Cr vs 137 Cr
cash 95 Cr vs 55 Cr

#stockinvesting #forbes

1,273

Stock Insights 📰🗞️

07 Nov, 18:01

VA TECH WABAG #Q2FY2025
Flat nos

Revenue grew by 5% to 700 Cr

EBITDA grew by 5% to 184 Cr
Margin at 14.7%

Net Profit grew by 17% to 70 Cr

Net Cash Position: Rs. 222 Cr

Order Book of over Rs. 14600 Cr including Framework contracts; --4x revenue visibility

#wabag #StockMarket

1,281

Stock Insights 📰🗞️

07 Nov, 04:34

Endurance Technologies
#Endurance
QoQ flat,YoY solid
Good Q2FY25
Rev at 2912cr vs 2545cr, Q1 at 2822cr
PBT at 265cr vs 205cr, Q1 at 268cr
PAT at 203cr. S 154cr,flat QoQ
OCF at 440cr vs 455cr

Avalon Technologies
#Avalon
Bounceback qtr
Guides to have solid H2 as orderbook is strong
Rev at 275cr vs 200cr, Q1 at 199cr
PBT at 23cr vs 8.5cr, Q1 at loss
PAT at 17.4cr vs 7.2cr, Q1 had loss
OCF at 19cr vs 17cr

1,289

Stock Insights 📰🗞️

06 Nov, 13:14

Apollo Hospital
#ApolloHospital
Solid Q2FY25 👏
Rev at 5589cr vs 4846cr, Q1 at 5085cr
PBT at 551cr vs 375cr, Q1 at 430cr
PAT at 396cr vs 248cr, Q1 at 315cr
OCF at 687cr vs 960cr

Blue Star
#BlueStar
Seasonality in the business, not comparable QoQ
Rev at 2275cr vs 1890cr
EBITDA at 149cr vs 122cr⏫22%
PBT at 131cr vs 95cr
PAT at 96cr vs 70cr
OCF at 2.6cr vs -84cr

1,585

Stock Insights 📰🗞️

06 Nov, 11:25

Hi-Tech Pipes #Q2FY25
Strong PAT and Margin 🔥🔥

Revenue declined by 5.3% to Rs.705.89 Crore

EBITDA increased by 57.66% to Rs.42.19 Crore

EBITDA/ton at Rs.3429 in Q2FY25 vs. Rs.2665 in Q2FY24

Net Profit increased by 72% to Rs.18.11 Crore

Value added products & efficient cost management activities Lead to margin increase

#hitech #StockMarket

1,506

Stock Insights 📰🗞️

25 Oct, 18:25

BElla Casa Fashion👕🎽

Another Record Rev, Ebitda & Pat co.💥💥

Rev. up 66%
EBitda up 82%
PAT up 78%

WC days from 179 to 140
Inventory days from 162 to 105

ROE & ROCE ~20%

208

Stock Insights 📰🗞️

25 Oct, 15:27

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🔥👏

546

Stock Insights 📰🗞️

25 Oct, 13:09

Sharda Cropchem
#ShardaCrop
Another steady qtr and a quarter of stability
Margins normalise
Solid margin expansion QoQ and YoY 🔥
Rev at 777cr vs 580cr, Q1 at 785cr
PBT at 46cr vs -34cr, Q1 at 31cr
PAT at 42cr vs -27cr, Q1 at 27cr
OCF at 457cr vs 169cr🔥

668

Stock Insights 📰🗞️

25 Oct, 05:21

“A 10% decline in the market is fairly common—it happens about once a year. Investors who realize this are less likely to sell in a panic and more likely to remain invested, benefiting from the wealth-building power of stocks.”

Christopher Davis

953

Stock Insights 📰🗞️

24 Oct, 15:16

Nippon India Life Asset Management
#NipponAMC
Blockbuster Q2FY25 🔥 👏
Solid QoQ and YoY momentum
Rev at 571cr vs 397cr, Q1 at 504cr
PBT at 486cr vs 320cr, Q1 at 438cr
PAT at 360cr vs 244cr, Q1 at 332cr
OCF at 465cr vs 286cr

Jay Bee Laminations
#JayBee
Good H1FY25 👏
Solid margin expansion vs both comparable halfs
Topline flattish
Rev at 154cr,flat YoY, H2 at 148cr
PBT at 19.4cr vs 12cr,H2 at 13cr
PAT at 14.4cr vs 9.6cr, H2 at 9.7cr
Inventory at 90cr vs 44cr, seems H2 will have decent revenue uptick
Business is tilted towards H2

1,274

Stock Insights 📰🗞️

24 Oct, 13:34

RR Kabel #Q2FY25Results
Poor Nos 👎

Revenue grew by 12% to 1810 Cr YoY

EBITDA down by 29% to 85 Cr
Margin at 4.7% vs 7.5%

Net Profit down by 33% to 49 Cr

Margin decreased due to high volatility in metal prices

1,152

Stock Insights 📰🗞️

24 Oct, 13:29

Bikaji Foods #Q2FY25Results
Good nos 👍

Revenue grew by 18% to 721 Cr YoY

EBITDA grew by 21% 106 Cr
EBITDA margin at 14.8% up 39 bps YoY

Net Profit grew by 14.7% 68 Cr

1,104

Stock Insights 📰🗞️

24 Oct, 11:18

Insolation Energy

Company has awarded purchase order for the supply of Solar PV Modules at NTPC Khavada Gujarat

Order Value - 208 Cr

1,197

Stock Insights 📰🗞️

24 Oct, 09:20

Usha Financial Services IPO Meet

From the Promoters of Nupur Recyclers

#UFSL #IPO #SMEs

1,275

Stock Insights 📰🗞️

24 Oct, 07:46

Antony Waste

Company has received a contract for Door-to-Door Collection and Transportation MSW from Navi Mumbai Municipal Corp

Order value - 976 Crore

1,179

Stock Insights 📰🗞️

23 Oct, 14:22

Huge response in Waaree Energies IPO.

QIB: 211.5x
HNI: 64.4x
Retail 11.3x

Total 79.45x

Tentative Allotment Matrix:

Big HNI: 1 out of 13 will get 135 shares

Small HNI: 2 out of 95 will get 135 shares

Retail: 2 out of 15 will get 9 shares

GMP: Approx Rs. 1485/-

Allotment Tomorrow Late Night.

Wish you all the best in advance !!

1,312

Stock Insights 📰🗞️

23 Oct, 12:54

Manorama Industries
#Manorama
#ManoramaIndustries
Blockbuster Q2FY25 🔥 👏
Record rev, EBITDA, PBT and PAT
Highest ever numbers 🔥
New capacity is operational now and should help in similar growth
Rev at 195cr vs 117cr, Q1 at 133cr
PBT at 35cr vs 12c, almost 3x YoY, Q1 at 18cr
PAT at 27cr vs 9cr, Q1 at 13.5cr
OCF at 13cr vs -153cr

PNGS Gargi Fashion Jewellery
#PNGSGargi
Very good Q2FY25👏 with solid QoQ n YoY uptick adjusted for one time sales of Q1FY25
Rev at 23cr vs 10.7cr
PBT at 7cr vs 2.5cr
PAT at 5.1cr vs 1.7cr
OCF at 9.6cr vs -11.7cr
H1 FY25 rev at 34cr vs 17cr

1,346

Stock Insights 📰🗞️

23 Oct, 10:10

Heritage Foods
#Heritage
#HeritageFoods
Rev at 1019cr vs 978cr, Q1 at 1032cr
PBT at 67cr vs 30cr, Q1 at 77cr
PAT at 49cr vs 22cr, Q1 at 58cr
OCF at 239cr vs 289cr

KPIT Technologies
#KPITTEch
Rev at 1481cr vs 1199cr, Q1 at 1364cr
PBT at 287cr vs 187ce, Q1 at 277cr
Solid YoY growth
PAT at 204cr vs 141cr,flat QoQ
OCF at 614cr vs 476cr

Dodla Dairy
#Dodla
Rev at 997cr vs 767cr, Q1 at 911cr
PBT at 86cr vs 59cr, Q1 at 93cr
Margin pressure QoQ
PAT at 63cr vs 43cr, Q1 at 65cr
OCF at 342cr vs 45cr👏

1,209

Stock Insights 📰🗞️

22 Oct, 18:31

SHP UPDATE:🚨

E2E Networks

Ashish Kacholia & Bengal Finance holds 2.10%

Pref. allotment at Rs.1694.50

1,313

Stock Insights 📰🗞️

22 Oct, 16:31

Amber Enterprises
#Amber
#AmberEnt

Solid Q2FY25 posted by Amber Enterprises

Foray into new segments and scale up is evident now in numbers

Seasonality in the business
Q4 and Q1 are heavy qtrs

Q2FY25:
Rev at 2685cr⏫82%

EBITDA at 132cr vs 72cr⏫82%
Core EBITDA at 120cr vs 65cr⏫85%

OPM at 7.1% vs 7%

PAT at 21cr vs -6cr

H1 EBITDA at 348cr vs 224cr⏫56%

H1 PAT at 96cr vs 41cr⏫134%

1,364

Stock Insights 📰🗞️

22 Oct, 14:50

Market is testing you right now.

And If you sell your portfolio now, because of panic and fear or without any strong reason.

Then definitely you are going to fail this test.

These declines come and go

1,319

Stock Insights 📰🗞️

22 Oct, 13:36

Day of midcaps, smallcap and SME from last 4 days
Repeats today
Many comps declaring blockbuster earnings with decent cash flows

Olectra Greentech
#Olectra
#OlectraGreentech
Finally, delivers a blockbuster Q2FY25 with record growth and margin expansion QoQ and YoY 🔥 👏
Rev at 523cr vs 307cr, Q1 at 313cr
PBT at 65cr vs 26cr, Q1 at 32cr
PAT at 48cr vs 18cr, Q1 at 24cr
2x QoQ 👏
OCF at 67cr vs 41cr

Gabriel India
#Gabriel
Steady and consistent Q2FY25
Rev at 1027cr vs 864cr, Q1 at 946cr
PBT at 82cr vs 62cr, Q1 at 76cr
PAT at 62cr vs 46cr, Q1 at 57cr

Dynamic Cables
#DynamicCables
Solid Q2FY25 with healthy QoQ uptick
Rev at 234cr vs 154cr, Q1 at 208cr
PBT at 18.3cr vs 7.2cr, Q1 at 15.6cr🔥
PAT at 14cr vs 5cr, Q1 at 11.5cr
OCF at 15cr vs -10cr

1,357

Stock Insights 📰🗞️

22 Oct, 12:04

Gist of interview of Ajay Singhania, MD and CEO EPACK Durable Limited

Plans to invest $30 million in the first phase of a new manufacturing facility at Sri City. This investment is part of a new alliance with Chinese consumer electronics giant Hisense. This Sri City unit is going to be a dedicated facility for Hisense, which will operate as a subsidiary of EPACK.
The goal is to establish a production capacity of at least one million ACs by FY28, with production slated to begin in June 2025. In addition to ACs, the facility will later produce washing machines, refrigerators and other smaller appliances.

Further investments will be required as they expand the capacity for refrigerators and other products. Expects the company to achieve a topline of $1 billion within the next 3-4 years.

While EPACK is responsible for manufacturing, Hisense will contribute by investing in tooling, design, technology and market development. Creating a strong market presence in India is key for Hisense, as it is a new venture for the company. Over time, they aim to expand their reach beyond India and supply products to global markets.

Epack Durable eyes 45-50% revenue growth in CFY.

Hisense, a global leader in consumer electronics and home appliances, has entered a strategic manufacturing alliance with EPACK Durable. Under this partnership, Hisense will set up a manufacturing facility in India to produce its range of ACs and home appliances. The goal is to introduce Hisense’s smart, premium-quality products to the Indian market and become one of the top five brands in the country within the next five years.

Founded in 1969, Hisense currently operates in over 160 countries and generated around $29 billion in revenue in 2023, with over 40% coming from international sales. The company specialises in home entertainment, appliances, and IT solutions, with a focus on innovation and sustainability. Hisense is known for pioneering technologies such as Laser TV, ULED and AI chips. Its brand portfolio includes Toshiba TV, Gorenje, and ASKO.

While EPACK Durable began as a contract manufacturer of consumer durables and later transitioned into an Original Design Manufacturer (ODM) for ACs and small domestic appliances in 2012. Currently, EPACK is the second-largest AC manufacturer in India with 24% market share,

EPACK Durable currently has MCAP of around ₹3,912 crore. Its shares gained 111% over the past six months.

1,318

Stock Insights 📰🗞️

22 Oct, 08:22

HFCL

Setting up of new facility in NCR region for the manufacture of Telecom and Networking products

Eligible for PLI benefits by manufacturing these products

#HFCL #stockstofocus

1,349

Stock Insights 📰🗞️

22 Oct, 06:17

People remember fundamental only when stocks go down, else every rising stocks look like multibagger.

#stockmarketsindia

1,462

Stock Insights 📰🗞️

21 Oct, 17:30

MUKUL AGRAWAL sir Name appears in DEEPAK FERTILISERS with 1.19% stake.

1,136

Stock Insights 📰🗞️

21 Oct, 16:30

BALU FORGE 🔩
BULL FORGE🐂

Blockbuster💥💥💥

Rev. up 57%
EBitda up 98%🤯
PAT up 2x🤯🤯

EPS 4.26 vs 2.47

EBitda margin 29.2% vs 21.6%
PAT margin 21.60% vs 16.7%

Huge CWIP of 283crs

CFO 49crs vs -165crs

1,262

Stock Insights 📰🗞️

21 Oct, 14:08

E2E Networks
#E2E
Good set, but runup has been huge
Rev at 47.5cr vs 21.6cr, Q1 at 41.3cr
PBT at 16.1cr vs 8.7cr, Q1 at 13.55cr
PAT at 12.1cr vs 5.8cr, Q1 at 10.1cr
OCF at 95cr vs 43cr👏

1,267

Stock Insights 📰🗞️

21 Oct, 12:09

Tata Motors secures a significant order for 1,000 diesel bus chassis from UPSRTC.

1,212

Stock Insights 📰🗞️

21 Oct, 11:54

Cyient DLM
#CyientDLM
Decent set, rich valuations
Rev⏫33% at 389cr
EBITDA ⏫34.4% at 31.6cr
Rev at 389cr vs 291cr, Q1 at 258cr
PBT at 21cr vs 17.5cr adj for other income, Q1 at 12.4cr
PAT at 15.4cr vs 12.4cr, Q1 at 8.4cr
OCF at -19cr, flattish
Orderbook at 1980cr

1,280

Stock Insights 📰🗞️

21 Oct, 08:51

India Emerging Giants Fund
New Holdings

Praveg Ltd with 1.08% stake

Inflame Appliances with 3.57% stake

1,380

Stock Insights 📰🗞️

21 Oct, 08:07

Always keep an open mind
Do not get emotionally attached
When the facts change, why shouldn't you?

1,281

Stock Insights 📰🗞️

21 Oct, 07:39

🚨 Jio lost 10.9 million customers in Q2 FY25 after the increase in prices.

1,245

Stock Insights 📰🗞️

21 Oct, 06:51

#BREAKING 🚨Serum Institute's Adar Poonawalla led Serene Productions to buy 50% stake for 1,000 crore in Karan Johar’s Dharma Productions⚡️

1,210

Stock Insights 📰🗞️

20 Oct, 11:42

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

1,421

Stock Insights 📰🗞️

20 Oct, 08:14

Good Results so far #Q2FY25

Must be on radar🔖

1,436

Stock Insights 📰🗞️

19 Oct, 19:44

https://x.com/rohits_bn/status/1847710236544492006?t=OdC0jhm1kzDnMPHNAd9HnQ&s=19

1,479

Stock Insights 📰🗞️

19 Oct, 15:14

Trident Lifeline
#TLL
#TreidentLife
H1FY25:
Rev at 29cr vs 14cr, H2 at 26cr
PBT at 6.5cr vs 2.1cr, H2 at 4.5cr
PAT at 4.4cr vs 2cr, H2 at 2.8cr
OCF at -1cr vs 2cr

PC Jeweller
#PCJ
#PCJeweller
Mainly due to OTS with banks
Finance costs down from 124cr to 1cr
Directly adds everything to bottomline
Rev at 505cr vs 449cr, Q1 at 401cr
PBT at 123cr vs loss, Q1 at 83cr
OCF negative

1,461

Stock Insights 📰🗞️

19 Oct, 15:14

Multi Commodity Exchange
#MCX
MCX
Blockbuster Q2FY25 👏 🔥
Highest ever revenue, EBITDA, PBT and PAT in any quarter
Solid and big QoQ growth
Exponential YoY growth
Rev at 285cr vs 165cr, Q1 at 234cr
PBT at 191cr vs -16cr, Q1 at 138cr
PAT at 154cr vs -19cr, Q1 at 110cr
Q2 EPS at 30rs
Q1 EPS was 21.7rs
H1 EPS of 52rs
OCF at 1021cr
Record quarter 🔥👏

Lloyds Engineering
#LloydsEngg
Solid Q2FY25
Rich valuations, but string growth and execution
Strong orderbook with solid tailwinds
Rev at 212cr vs 121cr, Q1 at 135cr
PBT at 34cr vs 23cr, Q1 at 24cr
PAT at 28cr vs 19cr, Q1 at 21cr
OCF at 301cr vs -3cr🔥

1,385

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