Heritage Foods #Q1FY2025
Excellent Performance π₯π
Revenue grew by 12% to 1032 Cr YoY
EBITDA grew by 133% to 94 Cr
Margin at 9.08% YoY Growth: 472 Bps
Net Profit grew by 249% to 58 Cr π₯
Excellent Performance π₯π
Revenue grew by 12% to 1032 Cr YoY
EBITDA grew by 133% to 94 Cr
Margin at 9.08% YoY Growth: 472 Bps
Net Profit grew by 249% to 58 Cr π₯
π8
Water Sector - Government promotes water supply, sewage treatment and solid waste management projects and services for 100 large cities through bankable projects.
Agri - Expenditure of βΉ 1,51,851 Cr in agriculture and allied services
Telecom - Expenditure of βΉ 1,16,342 Cr in IT and Telecom sector
Infra - 11.11 lakh crore capital expenditure allocated on infrastructure
Our clients are already profiting from these theme stocks because we have been bullish on this industry for the past few months.
Agri - Expenditure of βΉ 1,51,851 Cr in agriculture and allied services
Telecom - Expenditure of βΉ 1,16,342 Cr in IT and Telecom sector
Infra - 11.11 lakh crore capital expenditure allocated on infrastructure
Our clients are already profiting from these theme stocks because we have been bullish on this industry for the past few months.
π9
Good #Q1FY25-23/7/24 from 3pm till 7pm
Torrent Pharma
#TorrentPharma
Good Q1FY25
Rev at 2859cr vs 2591cr, Q4 at 2745cr
PBT at 656cr vs 532cr, Q4 at 631cr
PAT at 457cr vs 378cr, Q4 at 449cr
Thyrocare Technologies
#Thyrocare
Good Q1FY25
Rev at 157cr vs 134c4, Q4 at 154cr
PBT at 34cr vs 24.7cr, Q4 at 23cr
PAT at 24cr vs 17cr, Q4 at 17cr
Bajaj Finance
#BajajFin
#BajFin
#BajajFinance
Decent
Lowest growth pace in last many qtrs
Rev at 16102cr vs 12499cr, Q4 at 14931cr
PBT at 5265cr vs 4551cr, Q4 at 5105crβ«16%
PAT at 3911cr vs 3436cr, Q4 at 3824crβ«14%
AUM β«31% at 354192cr
PPOP β«25% at 6947cr
Steady asset quality
Slightly higher QoQ
DCM Shriram Ltd
#DCMShriram
Rev at 3073cr vs 2954cr
PBT at 158cr vs 86cr, Q4 at 176cr
PAT at 100cr vs 56cr, Q4 at 118cr
Good recovery in chloro vinyl segment
139cr EBIT vs 33cr EBIT QoQ
Torrent Pharma
#TorrentPharma
Good Q1FY25
Rev at 2859cr vs 2591cr, Q4 at 2745cr
PBT at 656cr vs 532cr, Q4 at 631cr
PAT at 457cr vs 378cr, Q4 at 449cr
Thyrocare Technologies
#Thyrocare
Good Q1FY25
Rev at 157cr vs 134c4, Q4 at 154cr
PBT at 34cr vs 24.7cr, Q4 at 23cr
PAT at 24cr vs 17cr, Q4 at 17cr
Bajaj Finance
#BajajFin
#BajFin
#BajajFinance
Decent
Lowest growth pace in last many qtrs
Rev at 16102cr vs 12499cr, Q4 at 14931cr
PBT at 5265cr vs 4551cr, Q4 at 5105crβ«16%
PAT at 3911cr vs 3436cr, Q4 at 3824crβ«14%
AUM β«31% at 354192cr
PPOP β«25% at 6947cr
Steady asset quality
Slightly higher QoQ
DCM Shriram Ltd
#DCMShriram
Rev at 3073cr vs 2954cr
PBT at 158cr vs 86cr, Q4 at 176cr
PAT at 100cr vs 56cr, Q4 at 118cr
Good recovery in chloro vinyl segment
139cr EBIT vs 33cr EBIT QoQ
π9
Bajel Projects
Mcap - 3000 Cr
Company has been awarded a supply of Goods and Services contract by PowerGrid Corp
Order value - 586 Cr
Mcap - 3000 Cr
Company has been awarded a supply of Goods and Services contract by PowerGrid Corp
Order value - 586 Cr
π7
Parag Milk Foods #Q1FY25
Good nos ππ
Revenue INR 758 Crore; growth of 1% YoY
EBITDA INR 61 Cr; growth of 27%
margin of 8.1%; up by 160 bps
Net Profit at 27 Cr, growth of 27% YoY
Good nos ππ
Revenue INR 758 Crore; growth of 1% YoY
EBITDA INR 61 Cr; growth of 27%
margin of 8.1%; up by 160 bps
Net Profit at 27 Cr, growth of 27% YoY
π8π€©1
KEC International
Company has secured new orders of Rs. 1,422 crores for Transmission & Distribution (T&D) projects in India and America
Order Value - 1422 Cr\
Company has secured new orders of Rs. 1,422 crores for Transmission & Distribution (T&D) projects in India and America
Order Value - 1422 Cr\
π4
Multibagger Stock IdeaSβ’οΈππ°π―
Ganesha Ecosphere What a beautiful chart!! π
Ganesha Ecoshpare 6% π
Thyrocare Technologies #Q1FY25
Good nos π
Revenue grew by 16% to 157 Cr YoY
EBITDA grew by 21% to 42 Cr
Net Profit grew by 35% to 23 Cr
Gross Margin improved by 15% YoY due to increase in volume
Pathology revenue grew by 16% YoY, while the Franchise grew by 11%
Good nos π
Revenue grew by 16% to 157 Cr YoY
EBITDA grew by 21% to 42 Cr
Net Profit grew by 35% to 23 Cr
Gross Margin improved by 15% YoY due to increase in volume
Pathology revenue grew by 16% YoY, while the Franchise grew by 11%
π6
KPIT Technology #Q1FY25
Strong results ππ₯
Revenue at 1346 Cr vs 1097 Cr YoY
PBT at 276 Cr vs 176 Cr
Net Profit at 204 Cr vs 134 Cr π₯
EPS at 7.47 rs vs 4.91 rs
Strong results ππ₯
Revenue at 1346 Cr vs 1097 Cr YoY
PBT at 276 Cr vs 176 Cr
Net Profit at 204 Cr vs 134 Cr π₯
EPS at 7.47 rs vs 4.91 rs
π3
BIG BREAKING NEWS π₯π₯π₯
AN EXTREMELY POSITIVE TRIGGER FOR #HUDCO
HUDCO has signed an MOU worth 1,00,000 CR with the Govt Of Rajasthan to provide financial assistance for housing and urban Infrastructure projects
Market Cap - 62,000 CR
FY24 Revenue - 7000 CR
MOU signed worth - 1,00,000 CR
HUGE POSITIVE
MASSIVE POTENTIAL
AN EXTREMELY POSITIVE TRIGGER FOR #HUDCO
HUDCO has signed an MOU worth 1,00,000 CR with the Govt Of Rajasthan to provide financial assistance for housing and urban Infrastructure projects
Market Cap - 62,000 CR
FY24 Revenue - 7000 CR
MOU signed worth - 1,00,000 CR
HUGE POSITIVE
MASSIVE POTENTIAL
π9
Bikaji Foods #Q1FY25
Strong performance π₯π₯
Revenue grew by 19% to 572 Cr. YoY
EBITDA grew by 39% to 91 Cr
Margin at 16%, up bps YoY
Net profit grew by 40% to 58 Cr
Increased Direct Coverage by ~20.7k outlets in Q1; on track to reach 3.5 lakh outlets by FY25
Strong performance π₯π₯
Revenue grew by 19% to 572 Cr. YoY
EBITDA grew by 39% to 91 Cr
Margin at 16%, up bps YoY
Net profit grew by 40% to 58 Cr
Increased Direct Coverage by ~20.7k outlets in Q1; on track to reach 3.5 lakh outlets by FY25
π3
Aurionpro Solutions
#Aurionpro
Solid Q1FY25
Rev at 262cr vs 198cr, Q4 at 247cr
PBT at 54cr vs 38cr,Q4 at 45cr
PAT at 45cr vs 31cr, Q4 at 39cr
Epigral Ltd
#Epigral
Blockbuster Q1FY25 π
Solid QoQ and YoY growth π
Rev at 651cr vs 454cr, Q4 at 524cr
PBT at 131cr vs 47cr, Q4 at 113cr
PAT at 86cr vs 31cr, Q4 at 77cr
V guard Industries
#VGUARD
Solid Q1FY25 π
Excellent margin expansion
Rev at 1477cr vs 1214cr
PBT at 132cr vs 86cr, Q4 at 100cr
PAT at 99cr vs 64cr, Q4 at 76cr
KPIT Technologies
#KPITTech
Rev at 1364cr ve 1097cr, Q4 at 1317cr
PBT at 277cr vs 177cr, Q4 at 225cr
Other income at 50cr vs 12cr QoQ
5.6% EBIT growth QoQ
PAT at 203cr vs 134cr, Q4 at 166cr
Federal Bank
#FederalBank
Rev at 7663cr vs 6091cr, Q4 at 7149cr
PPOP at 1577cr vs 1367cr, Q4 at 1219cr
PBT at 1404cr vs 1202cr, Q4 at 1296cr
PAT at 1040cr vs 891cr, Q4 at 972cr
Stable asset quality
GNPA and NNPA flat QoQ, down YoY
RoA flattish
CG Power
#CGPower
Good Q1FY25 despite election related slowdown
Rev at 2227cr vs 1874cr
PBT at 336cr vs 263cr, Q4 at 307cr
PAT at 241cr vs 197cr, Q4 at 233cr
Welspun Living
#WelspunLiving
Decent set
Rev at 2536cr vs 2184cr
EBITDA at 393cr vs 341crβ«15%
PBT at 253cr vs 216cr, Q4 at 252cr
PAT at 186cr vs 162cr, Q4 at 130cr
Tips Industries
#TipsInd
Solid
Revenue at 74cr vs 53cr, Q4 at 63cr
PBT at 58cr vs 36cr, Q4 at 35cr
PAT at 44cr vs 27cr, Q4 at 26cr
Petronet LNG
#Petronet
V good Q1FY25
Rev at 13415cr vs 11656cr
PBT at 1478cr vs 1060cr, Q4 at 992cr
PAT at 1100cr vs 787cr, Q4 at 734cr
Solid 38% growth YoY
40% growth QoQ
Bliss GVS Pharma
#BlissGVS
Rev at 185cr vs 159cr
PBT at 30cr vs 21cr, Q4 at 25cr
PAT at 22cr vs 14cr, Q4 at loss of 5cr
#Aurionpro
Solid Q1FY25
Rev at 262cr vs 198cr, Q4 at 247cr
PBT at 54cr vs 38cr,Q4 at 45cr
PAT at 45cr vs 31cr, Q4 at 39cr
Epigral Ltd
#Epigral
Blockbuster Q1FY25 π
Solid QoQ and YoY growth π
Rev at 651cr vs 454cr, Q4 at 524cr
PBT at 131cr vs 47cr, Q4 at 113cr
PAT at 86cr vs 31cr, Q4 at 77cr
V guard Industries
#VGUARD
Solid Q1FY25 π
Excellent margin expansion
Rev at 1477cr vs 1214cr
PBT at 132cr vs 86cr, Q4 at 100cr
PAT at 99cr vs 64cr, Q4 at 76cr
KPIT Technologies
#KPITTech
Rev at 1364cr ve 1097cr, Q4 at 1317cr
PBT at 277cr vs 177cr, Q4 at 225cr
Other income at 50cr vs 12cr QoQ
5.6% EBIT growth QoQ
PAT at 203cr vs 134cr, Q4 at 166cr
Federal Bank
#FederalBank
Rev at 7663cr vs 6091cr, Q4 at 7149cr
PPOP at 1577cr vs 1367cr, Q4 at 1219cr
PBT at 1404cr vs 1202cr, Q4 at 1296cr
PAT at 1040cr vs 891cr, Q4 at 972cr
Stable asset quality
GNPA and NNPA flat QoQ, down YoY
RoA flattish
CG Power
#CGPower
Good Q1FY25 despite election related slowdown
Rev at 2227cr vs 1874cr
PBT at 336cr vs 263cr, Q4 at 307cr
PAT at 241cr vs 197cr, Q4 at 233cr
Welspun Living
#WelspunLiving
Decent set
Rev at 2536cr vs 2184cr
EBITDA at 393cr vs 341crβ«15%
PBT at 253cr vs 216cr, Q4 at 252cr
PAT at 186cr vs 162cr, Q4 at 130cr
Tips Industries
#TipsInd
Solid
Revenue at 74cr vs 53cr, Q4 at 63cr
PBT at 58cr vs 36cr, Q4 at 35cr
PAT at 44cr vs 27cr, Q4 at 26cr
Petronet LNG
#Petronet
V good Q1FY25
Rev at 13415cr vs 11656cr
PBT at 1478cr vs 1060cr, Q4 at 992cr
PAT at 1100cr vs 787cr, Q4 at 734cr
Solid 38% growth YoY
40% growth QoQ
Bliss GVS Pharma
#BlissGVS
Rev at 185cr vs 159cr
PBT at 30cr vs 21cr, Q4 at 25cr
PAT at 22cr vs 14cr, Q4 at loss of 5cr
π9
HFCL Ltd #Q1FY25
Good YoY nos π
Revenue grew by 16% to 1158 Cr
EBITDA grew by 16% to 185 Cr
Margin at 16% vs 16.04%
Net Profit grew by 46% to 111 Cr
PAT is higher due to deferred tax benefits
Good YoY nos π
Revenue grew by 16% to 1158 Cr
EBITDA grew by 16% to 185 Cr
Margin at 16% vs 16.04%
Net Profit grew by 46% to 111 Cr
PAT is higher due to deferred tax benefits
π10
Multibagger Stock IdeaSβ’οΈππ°π―
Epack Durable Mcap - 1900 Cr Q4FY24 will be better than Q4FY23 due to new capacity expansion Added a new product catagory of air coolers, started manufacturing in Dec'23
EPACK Durable #Q1FY25
Outstanding Performance π₯π₯
Revenue grew by 77% to 773 Cr YoY
EBITDA grew by 77% to 52 Cr
Margin at 6.68%, Maintained at same level
Net Profit grew by 169% to 23 Cr π₯
AC business grew by 82% for the quarter on YoY
Outstanding Performance π₯π₯
Revenue grew by 77% to 773 Cr YoY
EBITDA grew by 77% to 52 Cr
Margin at 6.68%, Maintained at same level
Net Profit grew by 169% to 23 Cr π₯
AC business grew by 82% for the quarter on YoY
β€5π3
"From last 4 years we have been doubling our capacity every year & still we have fallen short of market demand."
"Penetration of ACs in India is just 7% given the fact it is one of the hottest countries".
Source: PG electroplast Concall
"Penetration of ACs in India is just 7% given the fact it is one of the hottest countries".
Source: PG electroplast Concall
π12π±1
Jupiter Wagons #Q1FY25
Strong results π₯π₯
Total income stood at 902 Cr, higher by 19% YoY
EBITDA at 128 Cr, up 32% YoY
Continue to deliver industry-leading margin as EBITDA Margin improves to 14.4%
Net Profit at 89 Cr, higher by 40% YoY
Order book - 7028 Cr
Strong results π₯π₯
Total income stood at 902 Cr, higher by 19% YoY
EBITDA at 128 Cr, up 32% YoY
Continue to deliver industry-leading margin as EBITDA Margin improves to 14.4%
Net Profit at 89 Cr, higher by 40% YoY
Order book - 7028 Cr
π6π1π€©1
The water and wastewater sectors in India present a significant investment opportunity, with an estimated yearly market size of around Rs 25,000β30,000 crore, divided roughly 40:60 between water and wastewater
#EMS #wabag #wpil #ION
https://www.moneycontrol.com/news/business/stocks/are-water-stocks-set-to-make-the-next-big-splash-12778361.html#google_vignette
#EMS #wabag #wpil #ION
https://www.moneycontrol.com/news/business/stocks/are-water-stocks-set-to-make-the-next-big-splash-12778361.html#google_vignette
Moneycontrol
Are water stocks set to make the next big splash?
While presenting the budget on Tuesday, Finance Minister Nirmala Sitharaman said that the Centre will be working in partnership with the state governments and Multilateral Development Banks to promote water supply, sewage treatment and solid waste managementβ¦
π1