Waste Management is crucial due to rising Urban and Industrial waste 💹

With only 30% of 75% recyclable waste being recycled in India, the sector has huge growth potential ♻️

PNGS Gargi #Q1FY2025
Blockbuster performance 🔥 🚀

Revenue at 44 Cr vs 6.5 Xr YoY

PBT at 14 Cr vs 1.5 Cr

Net Profit at 10.5 Cr vs 1.3 Cr 🔥

EPS at 10.86 rs vs 1.32 rs

US Federal Reserve holds rates steady but notes progress on inflation

Summary of good #Q1FY25 for 31/7/24

BLOCKBUSTER/V GOOD:
PNGS Gargi Fashion Jewellers
Bansal Wire
Selan Exploration
Electrosteel Castings
IIFL Securities
Kernex Microsystems
GE T&D
Greenply
Maruti Suzuki
Adani Power

GOOD:
Five Star Business Finance
Thomas Cook
ACE
Zee Entertainment
Pricol
Scan Steel
Purvankara
Crompton Consumer
Deepak Fertilizers

DECENT:
The Phoenix Mills
Elgi Equipments
Anup Engineering
GPT Infra
CSL Finance
Fino Payment
Purvankara

Nifty Reaches a Milestone: 25,000 Points, Completing a Quarter of Its Journey to 100,000 🚀

Bulls raging it 🔥 💰

Neuland Labs #Q1FY25
Wonderful performance 🥳🔥

Revenue grew by 22% to 444 Cr YoY

EBITDA grew by 29% to 128 Cr
Margin at 28.9% vs 27.2%

Net Profit grew by 58% to 98 Cr

EPS at 76.6 rs vs 48.5 rs

HPL Electric #Q1FY25
Strong result 🔥🔥

Revenue grew by 22% to 393 Cr YoY

EBITDA grew by 40% to 56 Cr
Margin at 14.29% vs 12.48%

Net Profit grew by 145% to 17 Cr

Order book of ₹3,700+ crores

Metering & Systems segment has risen by 35.67% YoY to ₹238.67 crores

Welspun Enterprises #Q1FY2025
Highest Ever revenue 🔥

Revenue grew by 28% to 960 Cr YoY

EBITDA grew by 23% to 193 Cr
Margin at 20.1% vs 20.9%

Net Profit grew by 18% to 110 Cr

Order book of ₹13,100 crores, with ~₹ 2,000 crores of L1 orders

Nasdaq -2.30%, US 10-year yield fell below 4%.

US ISM employment reading pointing to a recession

Water infra + sewage infra for 100 cities + effluent compliance for industrial units.

Jal Jeevan + Amrut scheme

Is biggest infra theme for this govt next 5 years.

Catch them young & ride the theme

Shakti Pumps

Co has received work order from the Department of Agriculture, Uttar Pradesh for 12,537 pumps for the entire state of Uttar Pradesh under Component-B of PM-KUSUM scheme (Phase-III)

Order Value - Rs. 558.16 Crores

Mrs. Bectors Food #Q1FY25Results

Revenue is up 17% YoY

PAT is flat due to lower EBITDA margin

Integra Essentia
Mcap - 425 Crore

Company Secures Orders Worth INR 28 Crore in Agro and Infra Business Sectors

Dhanuka Agritech #Q1FY24
Excellent result 🥳🔥

Revenue grew by 34% to 493 Cr YoY

EBITDA grew by 64% to 71 Cr

Net Profit grew by 48% to 49 Cr

Management is optimistic that the second quarter will see strong growth and higher EBITDA margins

Disc. - Not a reco.

#agri #dhanuka

Amara Raja Energy #Q1FY25
Strong nos 👍👍

Revenue at 3263 Cr vs 2796 Cr YoY

PBT at 334 Cr vs 266 Cr

Net Profit at 249 Cr vs 198 Cr

EPS at 13.61 rs vs 10.84 rs

India Pesticides #Q1FY25
Strong PAT + margin recovery👍🔥

Total Income was Rs. 224 Cr, an increase of 9% YoY

EBITDA of Rs. 32 Cr, an increase of 22%
EBITDA margin of 14.2%

Net Profit of Rs. 19 Cr, an increase of 25%

Technicals + APIs constitute 65% of Total Revenue

Aim for Capex of ~Rs. 110 crores combining both IPL and SSL in FY25

Arrow Greentech #Q1FY25
Blockbuster performance 🥳🔥

Revenue at 66 Cr vs 44 Cr YoY

PBT at 27 Cr vs 13 Cr

Net Profit 20 Cr vs 9 Cr 🔥

Meaningful wealth can not be created without meaningful allocation.

#investing