During bear market you buy stocks cheap and watch them become even cheaper.
Stock Insights ๐ฐ๐๏ธ
@stockinsights01
Stock Insights
Education purpose only
For any query please DM @rohits_bn
Stock Insights ๐ฐ๐๏ธ (English)
Are you looking to expand your knowledge of the stock market? Look no further than Stock Insights! This Telegram channel is dedicated to providing educational content related to stocks and investing. Whether you're a seasoned investor looking to stay updated on the latest trends or a beginner wanting to learn the basics, Stock Insights has something for everyone. From market analysis to investment strategies, this channel covers a wide range of topics to help you make informed decisions when it comes to your investments. It is important to note that Stock Insights is for educational purposes only, so you can trust that the information provided is accurate and reliable. If you have any questions or simply want to engage with like-minded individuals, feel free to reach out to @rohits_bn via direct message. Join Stock Insights today and take your stock market knowledge to the next level!
Stock Insights ๐ฐ๐๏ธ
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
#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
Stock Insights ๐ฐ๐๏ธ
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.
---
๐ EXPANSIONS & ACQUISITIONS
- Nibe Ltd: Granted "Mega Projects" status for an โน800 crore aircraft parts manufacturing facility in Shirdi, Maharashtra.
- Systematix Group: Expects better growth in US and Indian markets, with lower freight costs boosting margins.
- Career Point: Board approved the name change to "CP Capital Ltd."
- IIRM Holdings: Completed acquisition of Sampada Business Solutions Ltd.
---
๐ EXPANSIONS & ACQUISITIONS
- Nibe Ltd: Granted "Mega Projects" status for an โน800 crore aircraft parts manufacturing facility in Shirdi, Maharashtra.
- Systematix Group: Expects better growth in US and Indian markets, with lower freight costs boosting margins.
Stock Insights ๐ฐ๐๏ธ
10 Jan, 12:39
PCBL reports #Q3Results๐
๐Net profit down 39.1% at โน93.1 cr vs โน148 cr (YoY)
๐Revenue up 21.3% at โน2,010 cr vs โน1,656.8 cr (YoY)
๐EBITDA up 13.7% at โน317.4 cr vs โน279.1 cr (YoY)
๐Margin at 15.8% vs 16.9% (YoY)
๐Declares interim dividend of โน5.50/sh
๐Net profit down 39.1% at โน93.1 cr vs โน148 cr (YoY)
๐Revenue up 21.3% at โน2,010 cr vs โน1,656.8 cr (YoY)
๐EBITDA up 13.7% at โน317.4 cr vs โน279.1 cr (YoY)
๐Margin at 15.8% vs 16.9% (YoY)
๐Declares interim dividend of โน5.50/sh
Stock Insights ๐ฐ๐๏ธ
09 Jan, 17:33
SHP UPDATE:๐จ
Fiberweb (India)
Dheeraj Kumar Lohia inc. stake in co. from 2.86% to 3.55%
Fiberweb (India)
Dheeraj Kumar Lohia inc. stake in co. from 2.86% to 3.55%
Stock Insights ๐ฐ๐๏ธ
09 Jan, 15:47
IREDA
#IREDA
Solid Q3FY25 ๐ฅ๐
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
#IREDA
Solid Q3FY25 ๐ฅ๐
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
Stock Insights ๐ฐ๐๏ธ
09 Jan, 08:07
SHP UPDATE:๐จ
JASCH INDUSTRIES
Dheeraj Kumar Lohia Inc. stake to 3.05%
JASCH INDUSTRIES
Dheeraj Kumar Lohia Inc. stake to 3.05%
Stock Insights ๐ฐ๐๏ธ
09 Jan, 08:04
Borrowed conviction cannot buy you balls. #StockMarket
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
08 Jan, 12:34
PN Gadgil Jewellers
#PNGadgil
#PNGJL
24% consolidated revenue growth for Q3FY25
Retail segment rev โซ42%
Franchisee segment growth of 87%
Ecommerce โซ98%
Diamond category revโซ40%
Plans to open 3 new stores in Q4FY25
#PNGadgil
#PNGJL
24% consolidated revenue growth for Q3FY25
Retail segment rev โซ42%
Franchisee segment growth of 87%
Ecommerce โซ98%
Diamond category revโซ40%
Plans to open 3 new stores in Q4FY25
Stock Insights ๐ฐ๐๏ธ
08 Jan, 09:00
Transformers and Rectifiers
#TARIL
Blockbuster Q3FY25๐ฅ
Highest ever revenue, EBITDA, PBT and PAT in comps history ๐ฅ
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
#TARIL
Blockbuster Q3FY25๐ฅ
Highest ever revenue, EBITDA, PBT and PAT in comps history ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
07 Jan, 17:03
BULK DEAL ALERT ๐จ
Indo Farm Equipment Ltd
NEGEN CAPITAL SERVICES Bought 3,80,392 shares @ Rs.276.87
Indo Farm Equipment Ltd
NEGEN CAPITAL SERVICES Bought 3,80,392 shares @ Rs.276.87
Stock Insights ๐ฐ๐๏ธ
07 Jan, 16:04
Signature Global
#SignatureGlobal
#Signature
Solid Q3 and 9MFY25 pre sales
9M pre sales at 86.7 billion โซ178%
9M Realization at 12565/sqft vs 11762/sqft
Collections โซ54% 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
#SignatureGlobal
#Signature
Solid Q3 and 9MFY25 pre sales
9M pre sales at 86.7 billion โซ178%
9M Realization at 12565/sqft vs 11762/sqft
Collections โซ54% 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
Stock Insights ๐ฐ๐๏ธ
07 Jan, 07:17
The best investors in the world have more of an edge in psychology than in finance - Morgan Housel.
Stock Insights ๐ฐ๐๏ธ
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) 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.
Stock Insights ๐ฐ๐๏ธ
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
#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
Stock Insights ๐ฐ๐๏ธ
06 Jan, 20:16
500 point rally in nifty has potential to kill all viruses and 500 point fall has potential to create new variantsโผ๏ธ
-Received as a forward
-Received as a forward
Stock Insights ๐ฐ๐๏ธ
06 Jan, 18:53
BULK DEAL ALERT:๐จ
AVRO INDIA
NUVAMA ASSET MANAGEMENT
Bought 63,750 shares @ Rs.222.47
AVRO INDIA
NUVAMA ASSET MANAGEMENT
Bought 63,750 shares @ Rs.222.47
Stock Insights ๐ฐ๐๏ธ
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.
Stock Insights ๐ฐ๐๏ธ
03 Jan, 13:31
Baazar Style Retail
#StyleBaazar
#StyleBaaza
Q3FY25 revโซ24% at 412cr
9MFY25 revโซ33% 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
#StyleBaazar
#StyleBaaza
Q3FY25 revโซ24% at 412cr
9MFY25 revโซ33% 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
Stock Insights ๐ฐ๐๏ธ
03 Jan, 10:14
Wabag
Management meet with some large institutions and funds
#wabag
Management meet with some large institutions and funds
#wabag
Stock Insights ๐ฐ๐๏ธ
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.
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.
Stock Insights ๐ฐ๐๏ธ
03 Jan, 10:08
Waaree Renewable - Largest Single Order in India - Old one
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
#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
Stock Insights ๐ฐ๐๏ธ
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
QIB ; 242.4 TIMES
NON RETAIL; 501.65 TIMES
RETAIL ; 101.65 TIMES
Stock Insights ๐ฐ๐๏ธ
02 Jan, 13:08
HONASA CONSUMER: Master Zairus, Chief Business Officer, will resign effective February 28, 2025, due to personal reasons.
Stock Insights ๐ฐ๐๏ธ
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.
Stock Insights ๐ฐ๐๏ธ
02 Jan, 13:07
Cupid
Received purchase order from Tanzania for Male Condoms worth INR 14.91 Crore
Received purchase order from Tanzania for Male Condoms worth INR 14.91 Crore
Stock Insights ๐ฐ๐๏ธ
02 Jan, 13:06
V2 Retail
Q3FY25 Standalone Revenue Up 58% At โน591 Cr Vs โน373.8 Cr (YoY)
Q3FY25 Same Store Sales Growth At 25% YoY
Total Number Of Stores As Of December 31, 2024, Stands At 160
Q3FY25 Standalone Revenue Up 58% At โน591 Cr Vs โน373.8 Cr (YoY)
Q3FY25 Same Store Sales Growth At 25% YoY
Total Number Of Stores As Of December 31, 2024, Stands At 160
Stock Insights ๐ฐ๐๏ธ
31 Dec, 19:00
Happy New Year! ๐ โจโจ
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.
Hereโs to a successful and rewarding year ahead! ๐ฐ
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.
Hereโs to a successful and rewarding year ahead! ๐ฐ
Stock Insights ๐ฐ๐๏ธ
31 Dec, 06:52
Railways Theme is still ON๐
๐ธ100000 km of new railway tracks over next 20 years
๐ธKavach Safety system to cover 44,000kms in next 5 years
๐ธ400 new Vande Bharat trains in 3years
๐ธ100000 km of new railway tracks over next 20 years
๐ธKavach Safety system to cover 44,000kms in next 5 years
๐ธ400 new Vande Bharat trains in 3years
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
31 Dec, 06:50
INSIDER TRADE ALERT:๐จ
-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
-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
Stock Insights ๐ฐ๐๏ธ
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 ๐ช
Winner - BSE, Nueland lab etc
Based on his rare interview, He use Techno-Funda similar to famous Stanley Druckenmiller use MA.
Triggers + Price/Volume ๐ช
Stock Insights ๐ฐ๐๏ธ
30 Dec, 06:29
India overtakes #Japan to become the third most powerful country in the world after the #US and #China.
Stock Insights ๐ฐ๐๏ธ
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.
Stock Insights ๐ฐ๐๏ธ
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
27 Dec, 05:23
ACME Solar Secures โน1,988 Crore Financing and Wins 300 MW SECI Solar Project
ACME Solar Holdings Limited continues to lead in renewable energy innovation:
๐ Secured โน1,988 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.
๐ 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 โน3.05/unit. The project is set to commence operations before June 30, 2025, benefiting from the governmentโs ISTS waiver incentives.
ACME Solar Holdings Limited continues to lead in renewable energy innovation:
๐ Secured โน1,988 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.
๐ 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 โน3.05/unit. The project is set to commence operations before June 30, 2025, benefiting from the governmentโs ISTS waiver incentives.
Stock Insights ๐ฐ๐๏ธ
27 Dec, 05:23
BULK DEAL ALERT ๐จ
Aarti Pharmalabs Limited
ABAKKUS ASSET MANAGER (Sunil Singhania)
Bought 10,69,972shares @ Rs.575.00-
Aarti Pharmalabs Limited
ABAKKUS ASSET MANAGER (Sunil Singhania)
Bought 10,69,972shares @ Rs.575.00-
Stock Insights ๐ฐ๐๏ธ
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). Companyโs 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 PIGLโs 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 โ25.
*5. Aurionpro: Acquisition*
Board has approved the acquisition of a 100% stake in Fenixys SAS, a Paris-based company, through the Companyโs 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 โฌ10 million (INR 89 crore).
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). Companyโs 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 PIGLโs 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 โ25.
*5. Aurionpro: Acquisition*
Board has approved the acquisition of a 100% stake in Fenixys SAS, a Paris-based company, through the Companyโs 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 โฌ10 million (INR 89 crore).
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
24 Dec, 15:19
Nisus Finance
#Nisus
#NisusFinance
#NiFCo
Solid H1FY25 ๐
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 ๐ฅ
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 ๐ฅ
#Nisus
#NisusFinance
#NiFCo
Solid H1FY25 ๐
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 ๐ฅ
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 ๐ฅ
Stock Insights ๐ฐ๐๏ธ
24 Dec, 15:17
BULK DEAL ALERT:๐จ
Manorama Ind
LIC MUTUAL FUND
Bought 727,270 shares @ Rs.1,100
ADITYA BIRLA MUTUAL FUND
Bought 818,180 shares @ Rs.1,100.00
Manorama Ind
LIC MUTUAL FUND
Bought 727,270 shares @ Rs.1,100
ADITYA BIRLA MUTUAL FUND
Bought 818,180 shares @ Rs.1,100.00
Stock Insights ๐ฐ๐๏ธ
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) 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
Stock Insights ๐ฐ๐๏ธ
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.
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.
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
-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
Stock Insights ๐ฐ๐๏ธ
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. 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%
Stock Insights ๐ฐ๐๏ธ
21 Dec, 14:38
I AM NIFTY 50
I fell from 1200 To 600
They said itโs over.
I fell from 1800 To 880
They said itโs over
I fell from 6400 To 2250
They said itโs over
I fell from 12,400 To 7,500
They said itโs over
I fell from 18,600 To 16,400
They said itโs over
I just fell from 26k To 23k
They said itโs over
Iโm just STARTING.. My Best is yet to come!
I fell from 1200 To 600
They said itโs over.
I fell from 1800 To 880
They said itโs over
I fell from 6400 To 2250
They said itโs over
I fell from 12,400 To 7,500
They said itโs over
I fell from 18,600 To 16,400
They said itโs over
I just fell from 26k To 23k
They said itโs over
Iโm just STARTING.. My Best is yet to come!
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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.
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.
Stock Insights ๐ฐ๐๏ธ
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
#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
Stock Insights ๐ฐ๐๏ธ
06 Dec, 09:35
MAHARASHTRA CM FADNAVIS SAYS MAIN FOCUS WILL BE ON RENEWABLE ENERGY: LIVE INTERVIEW
Stock Insights ๐ฐ๐๏ธ
06 Dec, 05:06
BIG POSITIVE FOR BANKS
RBI CUTS CRR BY 50 BPS
#BREAKING
RBI CUTS CRR BY 50 BPS
#BREAKING
Stock Insights ๐ฐ๐๏ธ
05 Dec, 11:07
Salzer Electronics At ATH ๐ฅณ ๐คฉ
It was worth holding
#salzer
It was worth holding
#salzer
Stock Insights ๐ฐ๐๏ธ
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
- Gunavanth Vaid Sir
Stock Insights ๐ฐ๐๏ธ
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 โน1,738 crore, with its shares gaining nearly 1% over the past year.
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 โน1,738 crore, with its shares gaining nearly 1% over the past year.
Stock Insights ๐ฐ๐๏ธ
03 Dec, 20:01
Valuations in the Alcohol space in India in comparison with the peers
Stock Insights ๐ฐ๐๏ธ
03 Dec, 19:56
PG Electroplast is on ๐ฅ!
๐They've recorded a stellar 212% growth in AC sales for Q2, gaining market share rapidly.
๐This 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 250crs๐ธ
๐They've recorded a stellar 212% growth in AC sales for Q2, gaining market share rapidly.
๐This 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 250crs๐ธ
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
02 Dec, 19:06
Madhusudan Kela believes that energy transition and liquor business can become big for the next 10โ20 years.
It's definitely worth your time.
It's definitely worth your time.
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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.
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.
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
02 Dec, 07:28
๐จ 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.
At present, Starbucks has 457 stores in India.
Stock Insights ๐ฐ๐๏ธ
02 Dec, 07:17
EMS limited ๐๐๐
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)
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)
Stock Insights ๐ฐ๐๏ธ
02 Dec, 07:11
C.E. Info Systems (MapMyIndia)! ๐
Hereโs why itโs a #StocksToWatch:
๐ Strong Vision: Targeting โน1,000 Cr revenue by FY28 with no expected dip in margins.
๐ Global Growth: Expanding into SE Asia through new JVs.
๐ Auto Partnerships: Revenue boost expected from Hyundai-Kia customers.
๐ Order Book: โน1,300+ Cr and growing.
๐ Financial Strength: โน600 Cr cash reserves for strategic investments in drones, consumer biz, and R&D.
Key Strategies:
๐น Short-Term: Hyundai JV to deliver results by FY26.
๐น Long-Term: Driving Mappls app growth to 50-60M downloads via organic investments (~โน5 Cr in marketing).
๐น 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. ๐๐ฑ
- Lajja Shah from X
Hereโs why itโs a #StocksToWatch:
๐ Strong Vision: Targeting โน1,000 Cr revenue by FY28 with no expected dip in margins.
๐ Global Growth: Expanding into SE Asia through new JVs.
๐ Auto Partnerships: Revenue boost expected from Hyundai-Kia customers.
๐ Order Book: โน1,300+ Cr and growing.
๐ Financial Strength: โน600 Cr cash reserves for strategic investments in drones, consumer biz, and R&D.
Key Strategies:
๐น Short-Term: Hyundai JV to deliver results by FY26.
๐น Long-Term: Driving Mappls app growth to 50-60M downloads via organic investments (~โน5 Cr in marketing).
๐น 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. ๐๐ฑ
- Lajja Shah from X
Stock Insights ๐ฐ๐๏ธ
02 Dec, 06:40
CDMO ๐ฏ
$ 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
$ 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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
01 Dec, 06:54
Ganesh Ecosphere - Fully Booked for 12 Months & New Expansion announced
Focus on such stories
#Ganecos
Focus on such stories
#Ganecos
Stock Insights ๐ฐ๐๏ธ
30 Nov, 18:48
๐จ After Apple, Google Pixel set to be manufactured in India.
Dixon Technologies will manufacture Google Pixel devices in India from its Noida facility.
Dixon Technologies will manufacture Google Pixel devices in India from its Noida facility.
Stock Insights ๐ฐ๐๏ธ
30 Nov, 18:47
Corrections are the easiest time to spot the leaders ๐ฅ๐ฅ
Stock Insights ๐ฐ๐๏ธ
30 Nov, 11:23
EMS COMPANIES IN FOCUS
IT Ministry likely to seek Cabinetโs nod for Rs 40,000 crore package to boost electronic components' manufacturing
IT Ministry likely to seek Cabinetโs nod for Rs 40,000 crore package to boost electronic components' manufacturing
Stock Insights ๐ฐ๐๏ธ
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
After the brutal fall , most of the times , largecaps will recover first & then Midcap , then Smallcap and in last Kachracap/ Bhangarcap
Stock Insights ๐ฐ๐๏ธ
25 Nov, 04:29
Zaggle | Management Guidance
Management is very confident of doubling the FY24 revenue in the 2 years
FY24 revenue - 775 Cr
Management is very confident of doubling the FY24 revenue in the 2 years
FY24 revenue - 775 Cr
Stock Insights ๐ฐ๐๏ธ
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 ๐ฅ๐
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
#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 ๐ฅ๐
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
Stock Insights ๐ฐ๐๏ธ
23 Nov, 16:28
ust think demand of cement for Dharavi project , Ambuja & ACC comes out of winner
Even PSP projects & ITD Cementation
Even PSP projects & ITD Cementation
Stock Insights ๐ฐ๐๏ธ
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
Solar companies
Shakti pumps
Nibe
Nibe Ordinance
Shree Osfm
J Kumar infra
Capacite Infra
RRP Semiconductors
Stock Insights ๐ฐ๐๏ธ
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
โพ๏ธFunding in 2024: $1.35 Bn
โพ๏ธFunding since inception: $1.85 Bn
โพ๏ธValuation (unchanged): $5 Bn
Lead investor: Motilal Oswal Private Wealth
Celebrities: Sachin Tendulkar, Abhishek Bachchan
โพ๏ธFunding in 2024: $1.35 Bn
โพ๏ธFunding since inception: $1.85 Bn
โพ๏ธValuation (unchanged): $5 Bn
Stock Insights ๐ฐ๐๏ธ
21 Nov, 17:16
โThereโs an old market saying about stocks to the effect that they all go down together.โ
โ Charles Ellis
#StockMarket
โ Charles Ellis
#StockMarket
Stock Insights ๐ฐ๐๏ธ
20 Nov, 15:51
AVP Infracon has received a subcontract of 33.19 crores.
Delivery Completion is One Year.
Delivery Completion is One Year.
Stock Insights ๐ฐ๐๏ธ
20 Nov, 15:45
๐จ#SkyGold Nuvama revised target from 3600 to 4500๐ฅ๐ฅ๐
Stock Insights ๐ฐ๐๏ธ
19 Nov, 17:03
PSP Projects
Adani Infra (India) Limitedโ acquiring ~30% stake in PSP Projects Limited
Adani Infra (India) Limitedโ acquiring ~30% stake in PSP Projects Limited
Stock Insights ๐ฐ๐๏ธ
18 Nov, 16:46
Waaree Energies
#WaareeEnergies
Decent on a high base
Nothing extraordinary
Rev at 3663crโซ3%
EBITDA at 614crโซ14%
OPM at 16.76% vs 15.13%
PAT at 376crโซ17.3%
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
#WaareeEnergies
Decent on a high base
Nothing extraordinary
Rev at 3663crโซ3%
EBITDA at 614crโซ14%
OPM at 16.76% vs 15.13%
PAT at 376crโซ17.3%
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
Stock Insights ๐ฐ๐๏ธ
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.
Stock Insights ๐ฐ๐๏ธ
17 Nov, 05:43
I have finished the process(training). The fight is the party. ๐๐ฅ
- Iron Mike Tyson
- Iron Mike Tyson
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
15 Nov, 06:19
#LemonTree
Solid Q2FY25 ๐ฅ
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
Solid Q2FY25 ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
14 Nov, 17:03
Frontier Springs #Q2FY2025
Strong nos ๐ฅ๐ฅณ
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
Strong nos ๐ฅ๐ฅณ
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
Stock Insights ๐ฐ๐๏ธ
14 Nov, 14:49
Suyog Telematics #Q2FY2025
Strong nos ๐
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
Strong nos ๐
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
Stock Insights ๐ฐ๐๏ธ
14 Nov, 13:56
Womancart Ltd #H1FY25
Blockbuster result ๐ฅณ๐ฅ๐ฅ
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 ๐ฅ
Cash 13 Cr vs 4.67 Cr ๐
#womancart #StockMarket
Blockbuster result ๐ฅณ๐ฅ๐ฅ
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 ๐ฅ
Cash 13 Cr vs 4.67 Cr ๐
#womancart #StockMarket
Stock Insights ๐ฐ๐๏ธ
14 Nov, 08:36
Jyoti CNC #Q2FY2025
Excellent result ๐ฅ๐ฅณ
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
Excellent result ๐ฅ๐ฅณ
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
Stock Insights ๐ฐ๐๏ธ
14 Nov, 08:02
'Foreign investors who exit India may not find a similarly competitive price to make an entry elsewhere', says Raamdeo Agrawal
Stock Insights ๐ฐ๐๏ธ
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?
This is truly amazing. Who would have thought that supply of this magnitude can be absorbed with only a 10% fall?
Stock Insights ๐ฐ๐๏ธ
14 Nov, 06:24
RBI should definitely cut interest rates, says Piyush Goyal ๐
Stock Insights ๐ฐ๐๏ธ
14 Nov, 06:22
GOLDMAN SACHS Says
Itโs Indiaโs Century, not just ๐ฎ๐ณ decade
Clients are overwhelmed By opportunity In ๐ฎ๐ณ
Not worried by recent profit-taking ๐
Itโs Indiaโs Century, not just ๐ฎ๐ณ decade
Clients are overwhelmed By opportunity In ๐ฎ๐ณ
Not worried by recent profit-taking ๐
Stock Insights ๐ฐ๐๏ธ
14 Nov, 06:04
#Sky Gold Limited
H1 FY25 Consolidated Financial Result
Total Income of โน 1512.86 Cr, up by 95.62%
EBITDA of โน 97.03 Cr, up by 172.58%
EBITDA Margin (%) of 6.41%, up by 181 Bps
Net Profit of โน 56.84 Cr, up by 236.64%
H1 FY25 Consolidated Financial Result
Total Income of โน 1512.86 Cr, up by 95.62%
EBITDA of โน 97.03 Cr, up by 172.58%
EBITDA Margin (%) of 6.41%, up by 181 Bps
Net Profit of โน 56.84 Cr, up by 236.64%
Stock Insights ๐ฐ๐๏ธ
14 Nov, 04:52
Banco Products
#Banco
#BancoProducts
Solid Q2FY25 ๐
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 458cr๐๐ฅ
Hardly any debt
D/E at 0.2x
Despite the rally, TTM P/E of 18x
#Banco
#BancoProducts
Solid Q2FY25 ๐
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 458cr๐๐ฅ
Hardly any debt
D/E at 0.2x
Despite the rally, TTM P/E of 18x
Stock Insights ๐ฐ๐๏ธ
13 Nov, 16:56
#NALCO
Blockbuster Q2FY25 ๐ ๐ฅ
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 ๐ฅ ๐
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
Blockbuster Q2FY25 ๐ ๐ฅ
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 ๐ฅ ๐
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
Stock Insights ๐ฐ๐๏ธ
13 Nov, 16:55
Zaggle Prepaid #Q2FY2025
Strong performance ๐ฅณ๐ฅ
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
Strong performance ๐ฅณ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
13 Nov, 16:44
Shree Pushkar Chemicals #Q2FY2025
Good nos ๐
Revenue AT โน 176 Crores, down by 5% YoY
EBITDA at 19 Cr, up by 36%
Margin at 10.9% vs 7.5%
Net Profit at โน 13 Crores, up by 57% YoY
#pushkar #stockmarketsindia
Good nos ๐
Revenue AT โน 176 Crores, down by 5% YoY
EBITDA at 19 Cr, up by 36%
Margin at 10.9% vs 7.5%
Net Profit at โน 13 Crores, up by 57% YoY
#pushkar #stockmarketsindia
Stock Insights ๐ฐ๐๏ธ
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
Donโt let short term correction cloud your vision
#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
Donโt let short term correction cloud your vision
Stock Insights ๐ฐ๐๏ธ
13 Nov, 09:31
เคเคชเคจเฅ เคชเฅเคฒเฅเค เคเคผเคฐเฅเคฆเคพ เคฌเคนเฅเคค เคเคผเฅเคฏเคพเคฆเคพ เคฌเคพเคฐเคฟเคถ เคเฅ เคตเคเคน เคธเฅ เคตเคนเคพเค เคฌเคพเคขเคผ เค เคเคฏเคพ เคเคฟเคธเคธเฅ เคชเฅเคฒเฅเค เคเคพ เคตเฅเคฒเฅเคฏเฅ เคเคฎ เคนเฅ เคเคฏเคพ
เคคเฅ เคเฅเคฏเคพ เคเคช เค เคชเคจเคพ เคชเฅเคฒเฅเค เคธเคธเฅเคคเฅ เคฎเฅเค เคฌเฅเคเฅเคเคเฅ?
เคเฅเค เคจเคนเฅเค เคฌเฅเคเฅเคเคพ เคเฅเคฏเฅเคเคเคฟ เคฌเคพเคขเคผ เคเฅเค เคฆเคฟเคจ เคฎเฅเค เคเคคเคฎ เคนเฅ เคเคพเคเคเคพ & เคตเคพเคชเคธ เคชเฅเคฒเฅเค เค เคชเคจเฅ เคตเฅเคฒเฅเคฏเฅ เคชเคฐ เค เคเคพเคเคเคพ
เคถเฅเคฏเคฐ เคฌเคพเคเคผเคพเคฐ เคฎเฅเค เคเค เคฌเคพเคฐ เคฌเคพเคขเคผ เคเฅเคธเฅ เคชเคฐเคฟเคธเฅเคฅเคฟเคคเคฟ เคเคคเฅ เคฐเคนเคคเฅ เคนเฅเฅค เคเคธเคฒเคฟเค เคงเฅเคฐเฅเคฏ เคเฅ เคธเคพเคฅ เค เคชเคจเฅ เค เคเฅเคเฅ เคธเฅเคเฅเค เคเฅ เคนเฅเคฒเฅเคก เคเคฐเฅ, เคเฅเคฏเฅเคเคฟ เคฌเฅเคฒ เคฎเคพเคฐเฅเคเฅเค เคฎเฅเค brightcom เคเฅเคธเฅ เคเคเคฐเคพ เคธเฅเคเฅเค เคญเฅ 20 เคเฅเคจเคพ เคฐเคฟเคเคฐเฅเคจ เคฆเฅ เคฆเฅเคคเฅ เคนเฅเฅค
#psychology
- Atul Singh from X
เคคเฅ เคเฅเคฏเคพ เคเคช เค เคชเคจเคพ เคชเฅเคฒเฅเค เคธเคธเฅเคคเฅ เคฎเฅเค เคฌเฅเคเฅเคเคเฅ?
เคเฅเค เคจเคนเฅเค เคฌเฅเคเฅเคเคพ เคเฅเคฏเฅเคเคเคฟ เคฌเคพเคขเคผ เคเฅเค เคฆเคฟเคจ เคฎเฅเค เคเคคเคฎ เคนเฅ เคเคพเคเคเคพ & เคตเคพเคชเคธ เคชเฅเคฒเฅเค เค เคชเคจเฅ เคตเฅเคฒเฅเคฏเฅ เคชเคฐ เค เคเคพเคเคเคพ
เคถเฅเคฏเคฐ เคฌเคพเคเคผเคพเคฐ เคฎเฅเค เคเค เคฌเคพเคฐ เคฌเคพเคขเคผ เคเฅเคธเฅ เคชเคฐเคฟเคธเฅเคฅเคฟเคคเคฟ เคเคคเฅ เคฐเคนเคคเฅ เคนเฅเฅค เคเคธเคฒเคฟเค เคงเฅเคฐเฅเคฏ เคเฅ เคธเคพเคฅ เค เคชเคจเฅ เค เคเฅเคเฅ เคธเฅเคเฅเค เคเฅ เคนเฅเคฒเฅเคก เคเคฐเฅ, เคเฅเคฏเฅเคเคฟ เคฌเฅเคฒ เคฎเคพเคฐเฅเคเฅเค เคฎเฅเค brightcom เคเฅเคธเฅ เคเคเคฐเคพ เคธเฅเคเฅเค เคญเฅ 20 เคเฅเคจเคพ เคฐเคฟเคเคฐเฅเคจ เคฆเฅ เคฆเฅเคคเฅ เคนเฅเฅค
#psychology
- Atul Singh from X
Stock Insights ๐ฐ๐๏ธ
13 Nov, 07:48
Learning to love markdowns is critical for long-term investment success.
#investing
#investing
Stock Insights ๐ฐ๐๏ธ
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 !
#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 !
Stock Insights ๐ฐ๐๏ธ
13 Nov, 06:03
โThe stock market is the only market where things go on sale and all the customers run out of the store.โ
- Cullen Roche
#stockmarketsindia
- Cullen Roche
#stockmarketsindia
Stock Insights ๐ฐ๐๏ธ
12 Nov, 18:09
Ganesha Ecosphere #Q2FY25Results
Blockbuster result ๐ฅ๐ฅณ
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 ๐ฅ
INR 13.9k EBITDA per ton vs INR 7.9k/ton in Q2FY24
#ganeshaecosphere #StockMarket
Blockbuster result ๐ฅ๐ฅณ
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 ๐ฅ
INR 13.9k EBITDA per ton vs INR 7.9k/ton in Q2FY24
#ganeshaecosphere #StockMarket
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
12 Nov, 10:36
Macpower CNC #Q2FY25
Good nos ๐
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
Good nos ๐
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
Stock Insights ๐ฐ๐๏ธ
12 Nov, 03:59
To the man with only a hammer, every problem looks pretty much like a nail.
- Poor Charlie's Almanack
- Poor Charlie's Almanack
Stock Insights ๐ฐ๐๏ธ
11 Nov, 18:19
Orient Technologies
#OrientTech
Robust Q2FY25 ๐ฅ ๐
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 ๐ ๐ฅ
OCF at -6cr vs -12cr
BLS international
#BLS
#BLSInternational
Blockbuster Q2FY25 ๐ ๐ฅ
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 ๐ฅ
Q1 at 134cr
PAT at 146cr vs 82cr, Q1 at 121cr
OCF at 341cr vs 147cr๐ฅ๐
Krishna Defence(SME)
#KrishnaDefence
Blockbuster H1FY25 ๐ฅ ๐
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
#OrientTech
Robust Q2FY25 ๐ฅ ๐
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 ๐ ๐ฅ
OCF at -6cr vs -12cr
BLS international
#BLS
#BLSInternational
Blockbuster Q2FY25 ๐ ๐ฅ
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 ๐ฅ
Q1 at 134cr
PAT at 146cr vs 82cr, Q1 at 121cr
OCF at 341cr vs 147cr๐ฅ๐
Krishna Defence(SME)
#KrishnaDefence
Blockbuster H1FY25 ๐ฅ ๐
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
Stock Insights ๐ฐ๐๏ธ
11 Nov, 18:16
Sandhar Tech #Q2FY2025
Strong result ๐๐ฅ
#sandhartech
Strong result ๐๐ฅ
#sandhartech
Stock Insights ๐ฐ๐๏ธ
11 Nov, 18:08
HLE Glascoat #Q2FY2025
Good nos
cycle turn ๐๐
Good momentum in the pharmaceutical industry ๐
Orderbook - โน 602 Cr
#HLEglasscoat
Good nos
cycle turn ๐๐
Good momentum in the pharmaceutical industry ๐
Orderbook - โน 602 Cr
#HLEglasscoat
Stock Insights ๐ฐ๐๏ธ
11 Nov, 18:01
Sae Televentures(SME)
#SarTele
Solid H1FY25 ๐ฅ ๐
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
#SarTele
Solid H1FY25 ๐ฅ ๐
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
Stock Insights ๐ฐ๐๏ธ
11 Nov, 18:00
Salzer Electronics #Q2FY2025
Outstanding performance ๐ฅ๐ฅ
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% ๐ฅ
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
Outstanding performance ๐ฅ๐ฅ
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% ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
11 Nov, 12:50
Bansal Wire Industries
#BansalWire
Blockbuster Q2FY25 ๐ ๐ฅ
Highest ever revenue, EBITDA, PBT and PAT ๐
Rev at 825cr vs 603cr, Q1 at 817cr
PBT at 57cr vs 29cr, Q1 at 44cr
Solid margin expansion QoQ and YoY ๐ฅ
PAT at 40cr vs 18cr, Q1 at 31cr
OCF at -218cr vs -496cr
Awfis Space Solutions
#Awfis
#AwfisSpace
Solid Q2FY25 ๐ฅ ๐
Rev at 292cr vs 208cr, Q1 at 257cr
EBITDA at 100cr vs 60crโซ67%
34.3% OPM ๐ฅ๐
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
#BansalWire
Blockbuster Q2FY25 ๐ ๐ฅ
Highest ever revenue, EBITDA, PBT and PAT ๐
Rev at 825cr vs 603cr, Q1 at 817cr
PBT at 57cr vs 29cr, Q1 at 44cr
Solid margin expansion QoQ and YoY ๐ฅ
PAT at 40cr vs 18cr, Q1 at 31cr
OCF at -218cr vs -496cr
Awfis Space Solutions
#Awfis
#AwfisSpace
Solid Q2FY25 ๐ฅ ๐
Rev at 292cr vs 208cr, Q1 at 257cr
EBITDA at 100cr vs 60crโซ67%
34.3% OPM ๐ฅ๐
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
Stock Insights ๐ฐ๐๏ธ
11 Nov, 10:57
PG Electroplast #q2fy25results
Strong Performance ๐ฅ๐ฅ
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
Strong Performance ๐ฅ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
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 โน8100 crores
HFCL and its consortium partners are the lowest bidders for the BharatNet Phase III Project, out of multiple bids totaling over โน8100 crores
Stock Insights ๐ฐ๐๏ธ
09 Nov, 17:47
Healthcare Global Ent #Q2FY2025
Strong nos ๐๐
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%
Strong nos ๐๐
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%
Stock Insights ๐ฐ๐๏ธ
09 Nov, 05:12
Samhi Hotels
#SamhiHotels
#Samhi
Solid Q2FY25 ๐
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 Rsโซ16.5%
Rev at 271crโซ21.2%
EBITDA at 102crโซ37.6%
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
#SamhiHotels
#Samhi
Solid Q2FY25 ๐
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 Rsโซ16.5%
Rev at 271crโซ21.2%
EBITDA at 102crโซ37.6%
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
Stock Insights ๐ฐ๐๏ธ
08 Nov, 17:38
Whirlpool India #Q2FY2025
Strong YoY result ๐
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
Strong YoY result ๐
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
Stock Insights ๐ฐ๐๏ธ
08 Nov, 16:06
Teerth Gopicon #H1FY24
Blockbuster results ๐ฅ๐ฅ
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
Blockbuster results ๐ฅ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
08 Nov, 15:39
Slipper sales slipping?
Guess everyone is too busy investing in 'Stocks Instead of Slippers' ๐ฉดโก๏ธ๐ ๐
#relaxo
Guess everyone is too busy investing in 'Stocks Instead of Slippers' ๐ฉดโก๏ธ๐ ๐
#relaxo
Stock Insights ๐ฐ๐๏ธ
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%. ๏ถ
Net Profit stood at 89 Cr, up by 9% YoY
Order book stands at โน 6643 Cr
#stockinvesting
Decent result
Total income stood at 1018 Cr, up by 15% YoY
EBITDA for 139 Cr, up 15% YoY
EBITDA Margin of 13.8%. ๏ถ
Net Profit stood at 89 Cr, up by 9% YoY
Order book stands at โน 6643 Cr
#stockinvesting
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
- 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
Stock Insights ๐ฐ๐๏ธ
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 -5cr๐๐ฅ
Innova Captab
#InnovaCaptab
Steady and solid Q2FY25 ๐
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 ๐ฅ
OCF at 31cr vs 78cr
#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 -5cr๐๐ฅ
Innova Captab
#InnovaCaptab
Steady and solid Q2FY25 ๐
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 ๐ฅ
OCF at 31cr vs 78cr
Stock Insights ๐ฐ๐๏ธ
08 Nov, 12:44
Alufluoride #Q2FY2025
Highest revenue and PAT ๐
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
Highest revenue and PAT ๐
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
Stock Insights ๐ฐ๐๏ธ
08 Nov, 11:28
Premier Energies
#PremierEnergies
Blockbuster Q2FY25 ๐
Highest ever set ๐ฅ
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 35cr๐ฅ๐
#PixTransmission
Blockbuster Q2FY25 ๐
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
#PremierEnergies
Blockbuster Q2FY25 ๐
Highest ever set ๐ฅ
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 35cr๐ฅ๐
#PixTransmission
Blockbuster Q2FY25 ๐
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
08 Nov, 07:16
Suyog Telematics at new high ๐ฅณ๐ฅณ
Recommended @1125 to our prime members ๐คฉ
1125 to 1943 ๐ฅ๐
72% return in few months ๐ฅณ๐ฅ๐ฅ
Recommended @1125 to our prime members ๐คฉ
1125 to 1943 ๐ฅ๐
72% return in few months ๐ฅณ๐ฅ๐ฅ
Stock Insights ๐ฐ๐๏ธ
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 action๐
There is no denying they have missed out on the best wealth creating period๐น
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 โ
- Gunavanth Vaid Sir
FII holding is at 12 years LOW
What if they decide to reverse their action๐
There is no denying they have missed out on the best wealth creating period๐น
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 โ
- Gunavanth Vaid Sir
Stock Insights ๐ฐ๐๏ธ
07 Nov, 18:29
Eureka Forbes #Q2FY2025
Fantastic result ๐ฅ๐ฅ
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
Fantastic result ๐ฅ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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
#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
Stock Insights ๐ฐ๐๏ธ
06 Nov, 13:14
Apollo Hospital
#ApolloHospital
Solid Q2FY25 ๐
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 122crโซ22%
PBT at 131cr vs 95cr
PAT at 96cr vs 70cr
OCF at 2.6cr vs -84cr
#ApolloHospital
Solid Q2FY25 ๐
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 122crโซ22%
PBT at 131cr vs 95cr
PAT at 96cr vs 70cr
OCF at 2.6cr vs -84cr
Stock Insights ๐ฐ๐๏ธ
06 Nov, 11:25
Hi-Tech Pipes #Q2FY25
Strong PAT and Margin ๐ฅ๐ฅ
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
Strong PAT and Margin ๐ฅ๐ฅ
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
Stock Insights ๐ฐ๐๏ธ
25 Oct, 18:25
BElla Casa Fashion๐๐ฝ
Another Record Rev, Ebitda & Pat co.๐ฅ๐ฅ
Rev. up 66%
EBitda up 82%
PAT up 78%
WC days from 179 to 140
Inventory days from 162 to 105
ROE & ROCE ~20%
Another Record Rev, Ebitda & Pat co.๐ฅ๐ฅ
Rev. up 66%
EBitda up 82%
PAT up 78%
WC days from 179 to 140
Inventory days from 162 to 105
ROE & ROCE ~20%
Stock Insights ๐ฐ๐๏ธ
25 Oct, 15:27
Nuvama Wealth Management
#NUVAMA
Another classy record quarter of fireworks
Highest ever revenue, EBITDA, PBT and PAT in comps history ๐ฅ๐
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 76rs๐ฅ๐
#NUVAMA
Another classy record quarter of fireworks
Highest ever revenue, EBITDA, PBT and PAT in comps history ๐ฅ๐
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 76rs๐ฅ๐
Stock Insights ๐ฐ๐๏ธ
25 Oct, 13:09
Sharda Cropchem
#ShardaCrop
Another steady qtr and a quarter of stability
Margins normalise
Solid margin expansion QoQ and YoY ๐ฅ
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 169cr๐ฅ
#ShardaCrop
Another steady qtr and a quarter of stability
Margins normalise
Solid margin expansion QoQ and YoY ๐ฅ
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 169cr๐ฅ
Stock Insights ๐ฐ๐๏ธ
25 Oct, 05:21
โA 10% decline in the market is fairly commonโit 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.โ
Christopher Davis
Christopher Davis
Stock Insights ๐ฐ๐๏ธ
24 Oct, 15:16
Nippon India Life Asset Management
#NipponAMC
Blockbuster Q2FY25 ๐ฅ ๐
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 ๐
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
#NipponAMC
Blockbuster Q2FY25 ๐ฅ ๐
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 ๐
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
Stock Insights ๐ฐ๐๏ธ
24 Oct, 13:34
RR Kabel #Q2FY25Results
Poor Nos ๐
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
Poor Nos ๐
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
Stock Insights ๐ฐ๐๏ธ
24 Oct, 13:29
Bikaji Foods #Q2FY25Results
Good nos ๐
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
Good nos ๐
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
Stock Insights ๐ฐ๐๏ธ
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
Company has awarded purchase order for the supply of Solar PV Modules at NTPC Khavada Gujarat
Order Value - 208 Cr
Stock Insights ๐ฐ๐๏ธ
24 Oct, 09:20
Usha Financial Services IPO Meet
From the Promoters of Nupur Recyclers
#UFSL #IPO #SMEs
From the Promoters of Nupur Recyclers
#UFSL #IPO #SMEs
Stock Insights ๐ฐ๐๏ธ
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
Company has received a contract for Door-to-Door Collection and Transportation MSW from Navi Mumbai Municipal Corp
Order value - 976 Crore
Stock Insights ๐ฐ๐๏ธ
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 !!
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 !!
Stock Insights ๐ฐ๐๏ธ
23 Oct, 12:54
Manorama Industries
#Manorama
#ManoramaIndustries
Blockbuster Q2FY25 ๐ฅ ๐
Record rev, EBITDA, PBT and PAT
Highest ever numbers ๐ฅ
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 Q2FY25๐ 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
#Manorama
#ManoramaIndustries
Blockbuster Q2FY25 ๐ฅ ๐
Record rev, EBITDA, PBT and PAT
Highest ever numbers ๐ฅ
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 Q2FY25๐ 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
Stock Insights ๐ฐ๐๏ธ
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 45cr๐
#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 45cr๐
Stock Insights ๐ฐ๐๏ธ
22 Oct, 18:31
SHP UPDATE:๐จ
E2E Networks
Ashish Kacholia & Bengal Finance holds 2.10%
Pref. allotment at Rs.1694.50
E2E Networks
Ashish Kacholia & Bengal Finance holds 2.10%
Pref. allotment at Rs.1694.50
Stock Insights ๐ฐ๐๏ธ
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 2685crโซ82%
EBITDA at 132cr vs 72crโซ82%
Core EBITDA at 120cr vs 65crโซ85%
OPM at 7.1% vs 7%
PAT at 21cr vs -6cr
H1 EBITDA at 348cr vs 224crโซ56%
H1 PAT at 96cr vs 41crโซ134%
#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 2685crโซ82%
EBITDA at 132cr vs 72crโซ82%
Core EBITDA at 120cr vs 65crโซ85%
OPM at 7.1% vs 7%
PAT at 21cr vs -6cr
H1 EBITDA at 348cr vs 224crโซ56%
H1 PAT at 96cr vs 41crโซ134%
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
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 ๐ฅ ๐
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 ๐
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 15.6cr๐ฅ
PAT at 14cr vs 5cr, Q1 at 11.5cr
OCF at 15cr vs -10cr
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 ๐ฅ ๐
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 ๐
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 15.6cr๐ฅ
PAT at 14cr vs 5cr, Q1 at 11.5cr
OCF at 15cr vs -10cr
Stock Insights ๐ฐ๐๏ธ
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 Hisenseโs 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 โน3,912 crore. Its shares gained 111% over the past six months.
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 Hisenseโs 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 โน3,912 crore. Its shares gained 111% over the past six months.
Stock Insights ๐ฐ๐๏ธ
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
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
Stock Insights ๐ฐ๐๏ธ
22 Oct, 06:17
People remember fundamental only when stocks go down, else every rising stocks look like multibagger.
#stockmarketsindia
#stockmarketsindia
Stock Insights ๐ฐ๐๏ธ
21 Oct, 17:30
MUKUL AGRAWAL sir Name appears in DEEPAK FERTILISERS with 1.19% stake.
Stock Insights ๐ฐ๐๏ธ
21 Oct, 16:30
BALU FORGE ๐ฉ
BULL FORGE๐
Blockbuster๐ฅ๐ฅ๐ฅ
Rev. up 57%
EBitda up 98%๐คฏ
PAT up 2x๐คฏ๐คฏ
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
BULL FORGE๐
Blockbuster๐ฅ๐ฅ๐ฅ
Rev. up 57%
EBitda up 98%๐คฏ
PAT up 2x๐คฏ๐คฏ
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
Stock Insights ๐ฐ๐๏ธ
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 43cr๐
#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 43cr๐
Stock Insights ๐ฐ๐๏ธ
21 Oct, 12:09
Tata Motors secures a significant order for 1,000 diesel bus chassis from UPSRTC.
Stock Insights ๐ฐ๐๏ธ
21 Oct, 11:54
Cyient DLM
#CyientDLM
Decent set, rich valuations
Revโซ33% at 389cr
EBITDA โซ34.4% 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
#CyientDLM
Decent set, rich valuations
Revโซ33% at 389cr
EBITDA โซ34.4% 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
Stock Insights ๐ฐ๐๏ธ
21 Oct, 08:51
India Emerging Giants Fund
New Holdings
Praveg Ltd with 1.08% stake
Inflame Appliances with 3.57% stake
New Holdings
Praveg Ltd with 1.08% stake
Inflame Appliances with 3.57% stake
Stock Insights ๐ฐ๐๏ธ
21 Oct, 08:07
Always keep an open mind
Do not get emotionally attached
When the facts change, why shouldn't you?
Do not get emotionally attached
When the facts change, why shouldn't you?
Stock Insights ๐ฐ๐๏ธ
21 Oct, 07:39
๐จ Jio lost 10.9 million customers in Q2 FY25 after the increase in prices.
Stock Insights ๐ฐ๐๏ธ
21 Oct, 06:51
#BREAKING ๐จSerum Institute's Adar Poonawalla led Serene Productions to buy 50% stake for 1,000 crore in Karan Joharโs Dharma Productionsโก๏ธ
Stock Insights ๐ฐ๐๏ธ
20 Oct, 11:42
Jindal Saw
#JindalSaw
Excellent #Q2FY25 with solid improvement in EBITDA, PBT and PAT ๐
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
#JindalSaw
Excellent #Q2FY25 with solid improvement in EBITDA, PBT and PAT ๐
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
Stock Insights ๐ฐ๐๏ธ
19 Oct, 19:44
https://x.com/rohits_bn/status/1847710236544492006?t=OdC0jhm1kzDnMPHNAd9HnQ&s=19
Stock Insights ๐ฐ๐๏ธ
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
#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
Stock Insights ๐ฐ๐๏ธ
19 Oct, 15:14
Multi Commodity Exchange
#MCX
MCX
Blockbuster Q2FY25 ๐ ๐ฅ
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 ๐ฅ๐
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 -3cr๐ฅ
#MCX
MCX
Blockbuster Q2FY25 ๐ ๐ฅ
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 ๐ฅ๐
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 -3cr๐ฅ
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