Devyani International #Q1FY2025
Good nos 👍

Revenue at 1221 Cr vs 846 Cr YoY

EBITDA at 223 Cr vs 173 Cr
Margin at 18.3% vs 20.5%

Net profit at 22 Cr vs -1.5 Cr loss

opened 54 net new stores, taking the total store count to 1,836

South West Pinnacle
Mcap - 260 Cr

Co has got three Letters of Award of contract from Central Ground Water Board for for Construction of Piezometers in soft rock/hard rock and supply, installation and commissioning of DWLRs and telemetry

Order value - ~ 49.52 Crores

Watch for textile stocks (exporters)

Reports: Bangladesh PM Sheikh Hasina has resigned

Already textile industry was grappling with wage hike issues in elections this year..with uncertainty global supply chain in textile May look at other Asian countries..

Refex Industries #Q1FY25Results
Strong nos 💪 🔥

Revenue at 589 Cr vs 381 Cr YoY

EBITDA at 52 Cr vs 36 Cr
Margin at 8.86% vs 9.59%

Net Profit at 36 Cr vs 22 Cr 🔥

Bangladesh crisis may boost India's textile exports by $400 million monthly

Bangladesh's monthly run rate of apparel exports is in the range of $3.5 to $3.8 billion

On the other hand, India is exporting in the range of around $1.3 to $1.5 billion per month and we have the capacity to handle an additional $300 to $400 million in orders immediately

#Bangladesh #textiles

STOCKS IMPACTED FROM UNREST IN BANGLADESH

TEXTILE, CONSUMPTION TO BE AFFECTED

HERE ARE THE TOP STOCKS WHICH MAY BE IMPACTED:

BANGLADESH IMPACT ON STOCKS (% OF REVENUE) -ve

PEARL GLOBAL 24%

MARICO 11%

EMAMI 6%

OTHER COMPANIES-REVENUE EXPOSURE <5% (-VE)

BAYER CROP, GCPL, BRITANNIA, VIKAS LIFECARE, DABUR, ASIAN PAINTS, PIDILITE. JUBILANT FOODWORKS, BAJAJ AUTO

SOURCING OF COMPANIES –VE

PDS Has factories (55-60% sourcing revenue)

PEARL GLOBAL 50-60%

VIP INDUSTRIES 30-35% capacity

TRENT Sources from Hong Kong and Thailand also

Src-Bloomberg

Vardhman Textiles to ETNOW: Dont see a very large flow of biz towards India due to B'desh issue, so far have received no incremental enquiries, see this as a temporary issue should get resolve soon.

Ola Electric GMP crashes to ₹3 a share 👀

Whenever in doubt, zoom out

BULK DEAL ALERT:🚨

Zydus Wellness

QUANT MUTUAL FUND

Bought 10,70,500 shares @ Rs.2,201.40

Met a SME madical device manufacturer

Guidance to double the revenue this year with around 10% PAT margin

Once biz takes off can do 20% PAT margin

Hardworking and Honest management 💪

Fiber Optic cos HFCL, Sterlite Tech, Tejas Networks, Vindhya Tele in FOCUS

BNSL Mega Bharat Net Phase 2 Tender Opens tomorrow 8/8/24

Media reports suggests total value of tender would be around Rs 65,000 crores

Tejas Network

Bounce back candidate 🤔

LOGISTICS STOCKS IN FOCUS

Maharashtra Cabinet clears new Logistics policy in Maharashtra

Plan to generate 30,000 Cr revenue from New logistic policy

Goldiam Internationa

Company has received its single largest purchase order for export of lab-grown diamond studded gold jewellery for Rs.50 crores from a large retailer in USA

Artemis Medicare #Q1FY2025
Strong margin and PAT 🔥

Revenue increased by 6.5% to 223 Cr YoY

EBITDA increased by 39% to 40 Cr
EBITDA margin at 18.2% vs 13.9%

Net Profit increased by 69% to 16.5 Cr

Artemis Hospital Gurgaon

ARPOB of INR 79,200 vs INR 76,000
Patient footfall of 97,049, an increase of 1.8%

Sandhar Technologies #Q1FY2025
Good YoY nos 👍

Revenue Increased by 10% to Rs. 917 Crs YoY

EBITDA Increased by 19% to Rs. 90 Crs
EBITDA Margin higher by 75 bps at 9.85%

Net Profit increased by 35% to Rs. 29 Crs