Tejas Network #Q1FY25
Strong YoY nos 💪

Revenue at 1562 Cr vs 188 Cr YoY

PBT at 121 Cr vs -65 Cr loss

Net Profit at 77 Cr vs -26 Cr loss YoY

EPS at 4.44 rs vs -1.56 rs

Kirloskar Pneumatic #Q1FY25
Good nos 👍

Revenue grew by 14% to 275 Cr YoY

EBITDA 43 Cr vs 32 Cr
EBITDA margin 15.6% vs 13%

Net Profit improved by 50% to 27 Cr YoY

Order book stood around INR 1,618 Cr

Netweb Technologies #Q1FY25
Strong nos 👏YoY

Total Income at 153 Cr, YoY growth of 154% o

EBITDA at ₹ 24 Cr, an increase of 164%
EBITDA margin at 15.6% vs 15.0%

Net Profit at ₹ 15 Cr, an increase of 203%

Order Book: ₹ 419 Cr

#netweb #stockmarketsindia

Shakti Pumps #Q1FY25
Fantastic nos YoY 🔥

Revenue at 567 Cr vs 113 Cr YoY

PBT at 125 Cr vs 1 Cr

Net Profit at 92 Cr 1 Cr

EPS at 46.24 rs vs 0.54 rs

Solex Energy

Company has received the Work Order from Vatsalya Paper Industries Surat for 10 MWP Solar Ground Mount Power Plant

Order Value- Rs. 34 Cr

Shivalic Power Control #H2FY24
Strong YoY nos 👍

Revenue at 71 Cr vs 50 Cr YoY

PBT at 10 Cr vs 6 Cr

Net Profit at 7.8 Cr vs 4.5 Cr 🔥

FY24 OCF -8 Cr vs 4 Cr YoY👎
Receivables at 34 Cr vs 13 Cr YoY

Rossari Biotech #Q1FY25
Good nos 👍

Revenues at Rs. 489 Cr, up 19.3% YoY 

EBITDA at Rs. 65 Cr, up 12.5% YoY
EBITDA margin at 13.3% vs 14.1%

PAT at Rs. 35 Cr, up 19.5% YoY

Some weekend news -
#HGInfra gets letter from East Central Railway for Rs 709 crore project in Bihar

#ShaktiPumps - We see a 3-4 year clear growth runway with at least 400cr PAT expected in fy25 and the start of the execution cycle. 20x current year and 11-12x fy26 - easily one of the cheapest growth for value stocks out there.

#KPI Green - Leader will remain leader with two back to back 100MW orders in last 2 days

📢 Textile Sector:

The textile sector is set for an exciting ride in the next 1-2 years. Here are 10 stocks with strong fundamentals that you should watch:

1. Arvind Ltd (Current Price: ₹372.70)
Highlights: P/E: 29.11, ROCE: 13.08%, Promoter Holding: 39.61%

2. Grasim Industries (Current Price: ₹2743.00)
Highlights: P/E: 30.83, ROCE: 9.38%, Promoter Holding: 43.06%

3. Sarla Performance Fibers (Sarlapoly) (Current Price: ₹102.50)
Highlights: P/E: 26.18, ROCE: 9.51%, Promoter Holding: 56.67%

4. Donear Industries (Current Price: ₹127.23)
Highlights: P/E: 19.06, ROCE: 14.57%, Promoter Holding: 74.56%

5. Bombay Dyeing (Current Price: ₹205.76)
Highlights: Promoter Holding: 53.58%

6. Ashima (Current Price: ₹43.25)
Highlights: P/E: 8.60, ROCE: 19.19%, Promoter Holding: 73.49%

7. AYM Syntex (Current Price: ₹114.32)
Highlights: P/E: 68.80, ROCE: 6.92%, Promoter Holding: 73.40%

8. Vardhman Textiles (Current Price: ₹521.55)
Highlights: P/E: 23.88, ROCE: 8.80%, Promoter Holding: 64.19%

9. Garware Technical Fibres (Current Price: ₹3752.10)
Highlights: P/E: 35.78, ROCE: 23.05%, Promoter Holding: 53.00%

10. Go Fashion (India) Ltd (Current Price: ₹1044.60)
Highlights: P/E: 68.91, ROCE: 15.66%, Promoter Holding: 52.78%

🔍 Why the Textile Sector?
- Growth Potential: The textile industry is expected to grow significantly in both domestic and export markets.
- Government Support: Policies supporting textile parks, technical textiles, and sustainability practices are boosting the sector.
- Strategic Position: India is a major textile producer and exporter, providing a competitive edge.

📈 Invest Wisely
These companies are financially strong and well-managed. Do your research and consider adding them to your portfolio to benefit from the growth of the textile sector.

Dodla Dairy #Q1FY25
Wonderful Performance 🔥🔥

Revenue grew by 11% to 911 Cr YoY

EBITDA grew by 74% to 105 Cr 🔥
EBITDA margin at 11.5%, expands by 420 bps YoY

Net Profit grew by 86% to 65 Cr

Value-Added Product sales at 314 Cr, up by 21% YoY

RailTel Corp

Company has received the work order from Ministry Of Railways for Design, Development, Implementation, Operations and Maintenance of HMIS and Integrated Empanelled Hospital Referral Portal

Order Value - Rs. 186 Cr

Esconet Technologies

Co has received a significant order for datacenter network equipment of Arista Networks...

Total Order Value - 12 Cr

Summary of very good Q1FY25-19th till 21st July 2024

*Very Good/Blockbuster:*

1. Shakti Pumps
2. Tejas Networks
3. Shivalic Power
4. Oberoi Realty
5. Supreme Petrochem
6. Patanjali Foods
7. JSW energy
8. Mason Infratech
9. Netweb Technologies
10. Kirloskar Pneumatic
11. Swastika Investmart
12. SportKing

*Good:*

1. Jubilant Pharmova
2. Gravita
3. Arihant Capital
4. Raghav Productivity Enhancers
5. RPG LifeSciences
6. JK Cement
7. Sylvan Ply
8. Stanley Lifestyles
9. Credit Access
10. ICICI Lombard
11. Nippon AMC
12. TRIL
13. Poonawalla Fin

💥BREAKING💥

China cuts interest rates with 0.25% 🇨🇳

Massive liquidity injections are about to happen

GE Power India

Company has received a work order from NTPC GE Power Services Private Limited

Order Value - 348 Cr

Budget 2024 LIVE Updates: Power stocks

Union Budget 2024 Live Updates: In order to reach the goal of 500GW of RE capacity by 2030, capacity additions in the areas of solar, wind, hydro, nuclear, and other renewable energy sources will continue to be a major focus of the budget. According to Prabhudas, the government has sanctioned viability gap finance of Rs 7,500 crore for 1GW of offshore wind generating capacity. NTPC, Power Grid, Coal India, Tata Power, and CESC are the power stocks to monitor.

4 FOCUS AREA

THE GAREEB
THE WOMAN
THE YOUTH
THE FRAMERS