NBCC

Company has received work order from Oil India

Order value - Rs. 182.50 Crore

Ramkrishna Forgings

Co has received board approval for setting up an Aluminium Forging Facility at Jamshedpur

Capex - 57 Cr

The project will generate additional revenue of Rs. 175 Crores per annum

Premier Roadlines

Company has received a new order from defence sector

Order Value - 5 Crore

Kaynes Technology

Govt approves Rs 3,300 crore chip proposal by Kaynes under semiconductor schem

Chavda Infra Limited

Company has bagged a work orders worth INR 59.36 Crores for Construction of Residential Building

Total Order Book in hand 1044 Cr and Unexecuted order book as on date is of INR 663 Cr

BULK DEAL ALERT:🚨

Exicom Tele Systems Ltd

RARE ENTERPRISE
Sold 15,85,000 shares @ Rs.348.60

RARE enterpise has no Connection with RAKESH JHUNJHUNWALA

This is a different entity

Cupid Limited

Company is looking to expand B2C pie

In the last seven months, this segment has generated 12.5 Cr in revenue

Aim for 50 Cr in FY25 from B2C segment

Current Touchpoints - 50,000

Plan to reach 1,00,000 touch points by end of CY24

KEEP IN WATCH

SGMART(Listed)----Softbank backed OfBusiness plans $1bn IPO-(Paves way for new industry)

WTI (Cheap Valuations)-----ECOS Mobility Listing Today (20-30% gains expected)

Note:- Not a reco.

Pharma Stocks Gaining

Syngene
Suven Pharma
Divis Lab
Piramal Pharma
Neuland Labs

Biosecure Act : To be introduced in Senate in US next week. If approved, it can rerate valuations for Indian CDMO cos

SONA COMSTAR - SOURCES

Plans to Launch Over Rs 2000 cr QIP this month

Response from Funds and Investors good for QIP

Likely to use funds for ongoing capex, acquisitions

In talks with Escorts Kubota to buy rail engineering division

CNBC AWAAZ yet to get comments from Escorts

Kitex Garments at 8% Up Today 🚀🚀🚀

318 to 441

38% Gain in 20 Days💸💸💸
#kitexgarments #multibagger #stockmarket

📌 GUIDANCE FROM TEERTH GOPICON 🚀

🔖 My calculations

FY 24 - 105 Cr & PAT - 12 Cr
FY 25 - 300 Cr & PAT - 40 Cr - Frwd PE - 19x
FY 26 - 900 Cr & PAT - 125 Cr - Frwd PE - 6x

📎 CONCALL HIGHLIGHTS - 4TH SEPTEMBER 2024

✧ Revenue guidance for FY25 is projected between 250-300 crores.
✧ Management clarified that the arbitration amount of Pooja Realty is shown in trade receivables and will not be added to profit.
✧ Current order book stands at 1,100 crores (70% water-related) and is expected to increase to 1,500 crores.
✧ FY24 revenue was 104 crores with a 12% PAT margin.
✧ Revenue guidance for FY25 indicates a 2.5 to 3 times increase compared to FY24, with a PAT margin of 13-13.5%.

Aerospace based companies

Indian defence exports have grown multi-fold from INR 15 bn in 2017 to INR 210 bn in 2024 at a CAGR of 46%.