KEC International #Q1FY25
Good nos 👍👍

Revenue: Rs. 4,512 crore against Rs. 4,244 crore

EBITDA: Rs. 294 crore against Rs. 244 crore
EBITDA Margin*: 6.5% against 5.8%

PAT: Rs. 88 crore against Rs. 42 crore

YTD Order Book of Rs. 32,715 crore; Additionally, L1 of over Rs. 9,500 crore

De Nora
#DeNora
Seasonality in the business
Rev at 13cr vs 9cr, Q4 at 16cr
PBT at 3.8cr vs 70lacs, Q4 at 7.6cr
PAT at 2.9cr vs 52lacs, Q4 at 5.6cr

Kaynes Technologies
#Kaynes
#KaynesTech
Solid Q1FY25
Blockbuster nos, however Roch valns
But comp keeps delivering stunning set every qtr
H2 heavy and seasonality in the business
H2 is 60% usually
Rev at 503cr vs 297cr
PBT at 64cr vs 32cr⏫100%
PAT at 50.7cr vs 24.6cr⏫101%

Genus Power #Q1FY25
Fantastic result 🔥👏

Revenue at 414 Cr vs 261 Cr YoY

PBT at 63 Cr vs 30 Cr

Net Profit at 48 Cr vs 23 Cr

EPS at 1.74 rs vs 0.99 Cr

IFB Industries #Q1FY25
Turnaround Story 🔥🔥

Revenue at 1269 Cr vs 1086 Cr YoY

PBT at 51 Cr vs 0.5 Cr

Net Profit at 37 Cr vs -0.5 Cr loss 🔥

EPS at 9.26 rs vs -0.15 rs

Anant Raj #Q1FY2025
Strong result 🔥🔥

Revenue at 471 Cr vs 316 Cr YoY

PBT at 103 Cr vs 57 Cr

Net Profit at 91 Cr vs 50 Cr

EPS at 2.66 rs vs 1.56 rs

IFB Industries

Multiyear Breakout

MCX #Q1FY25
Superb performance 🔥🔥

Revenue increased by 61% to 234 Cr YoY

EBITDA grew by 386% to 151 Cr

Net Profit grew by 464% to 111 Cr

EPS at 21.75 rs vs 3.86 rs

Zen Technologies #Q1FY25
Good revenue growth 👍 but margins down

Revenue grew by 92% to 254 Cr YoY

EBITDA grew by 56% to 103 Cr
Margin at 40.64% vs 49.96%

Net Profit grew by 57% to 74 Cr

Order Book - 1158 Cr

Ethos 

A collaboration between Swiss watchmaker Jacob & Co and Indian retailer Ethos has produced a limited edition Ram Janmabhoomi 🚩 watch, priced at Rs 34 lakh ($41,000)

Only 49 of these limited edition watches have been produced, with 35 already sold

NBCC

Company has received work order
Order Value - 411 Cr

Whirlpool India #Q1FY2025
Fantastic maring + PAT growth 🔥🔥

Revenue at 249 Cr vs 203 Cr YoY

PBT at 196 Cr vs 98 Cr

Net Profit at 145 Cr vs 76 Cr 🔥

EPS at 11.34 rs vs 5.90 rs

Very bullish comments by Sanjiv Goenka on PCBL
- PAT can increase 5X in next 5 years to 2400-2500cr
- Margins would expand from current 16% to 18%
- highest capex will be seen in this company
- Will expand specialty portfolio



https://www.cnbctv18.com/market/pcbl-share-price-rp-sanjiv-goenka-group-exclusive-profit-target-five-years-aquapharm-19450851.htm?s=08

Voltamp Transformers

Expanding the capacity by 6000 MVA p.a. with a capex of 200 crore

Existing capacity - 14000 MVA p.a.
Current Utilization - 93%

Voltamp Transformers #Q1FY2025
Margin Expansion + PAT growth 🔥🔥

Revenue grew by 33% to 428 Cr YoY

EBITDA grew by 56% to 73 Cr
Margin at 17.70% vs 14.47%

Net Profit grew by 58% to 79 Cr

EPS at 78.52 rs vs 50.19 rs

Jai Balaji Industries #Q1FY2025
Strong Performance 🔥🔥

Revenues stood at 1,718 crore vs 1,483 crore

Adjusted EBITDA at 325 crore vs 206 crore
Margin at 19% vs 14%

Net profit at 209 crore vs 170 crore

On path to achieve a net debt free status within the next 12 months

BULK DEAL ALERT:🚨

Jyoti CNC Automation

MORGAN STANLEY ASIA
Bought 13,77,180 shares @ Rs.1,123.00

BULK DEAL ALERT:

JTL IND

MORGAN STANLEY ASIA
Sold 1,100,000 shares @ Rs.213.00

BUyer - BNP PARIBAS FINANCIAL MARKETS
Bought 1,100,000 shares @ Rs.213.00

Varun Beverages #Q1FY25
Strong nos 👍

Revenue at 7333 Cr vs 5699 Cr YoY

PBT at 1663 Cr vs 1311 Cr

Net Profit at 1261 Cr vs 1005 Cr

EPS 9.63 rs vs 7.65 rs

Rulka Electricals
Mcap - 230 Cr

Company has confirmed new orders from various clients amounting to 13.43 Cr