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

🚨 Daily Transaction Limit of UPI

• ₹5 Lakh

- Hospitals
- Educational Services
- Tax Payments

• ₹2 Lakh

- Mutual Funds
- Broking
- Insurance
- EMIs
- Credit Card Bills
- Loan Repayments

• ₹1 Lakh

- Standard Limit

This Will Offer More Convenience To People

INSIDER TRADE ALERT:🚨

-STEL Holdings
Promoter Bought 0.36%

-ADANI POWER
Promoter Bougth 0.08%

-Bajaj Finance
PRomoter Bought 15000 shares

Va Tech Wabag #Q1FY2025
Strong YoY nos 🔥

Revenue from operations of Rs. 626Cr YoY

EBITDA of Rs. 81 Cr, up 23% YoY

Net Profit of Rs. 550 Cr, up by 10% YoY

Order Book of ~Rs. 10,700 Cr

60% of our revenue came from international projects

We are back

#NASDAQ #Bullrun2024

NBCC Order Book Rs 80,000 cr (after J&K Order today)

NBCC Market Cap Rs 32,800 cr

VS

RVNL Order Book Rs 85,000 cr

RVNL Market Cap Rs 1,08,000 cr

#PSU #ORDERS #INFRA

Update on Bharat Net Tender

State-run Bharat Sanchar Nigam Limited (BSNL) will conduct further technical evaulation on Bids: ET

So do not expect orders to flow in immediately

BSNL likely to take 3-4 months to finalise bids and order after technical and financial evaluation

Surya Roshni #Q1FY25
Good YoY nos 👍

Revenue is flat to 1893 Cr YoY

EBITDA is up by 36% to 159 Cr
Margin at 8.37% vs 6.20%

Net Profit up by 56% to 92 Cr YoY

EBITDA per ton for the Steel Pipe and Strips segment rose by 38% YoY to ₹6,065

Cash on BS - 156 Cr

Suyog Telematics #Q1FY2025
Strong YoY nos 💪🔥

Revenue at 46 Cr vs 38 Cr YoY

PBT at 21 Cr vs 16 Cr

Net profit at 17 Cr vs 12 Cr 🔥

EPS 12.84 rs vs 11.68 rs

#suyog #stockstofocus

Sky Gold #Q1FY2025
Fantastic performance 🔥🔥

Revenue grew by 92% to 723 crores

EBITDA grew by 100% to 37 crores
EBITDA Margin at 5.2% vs 5.0%

Net Profit grew by 99% to 21 crores

Sales volumes for the quarter stood at 349 Kgs/ month and profit soars ~2x YoY

Shree Pushkar Chemicals & Fer #Q1FY2025
Strong YoY nos 👍

Revenue grew by 11% to 194 Cr YoY

EBITDA grew by 26% to 18 Cr
Margin at 9.1% vs 7.9%

Net Profit grew by 62% to 13 crore.

EMS Ltd #Q1FY2025
Strong YoY nos 🔥

Revenue at 206 Cr vs 138 Cr YoY

PBT at 49 Cr vs 30.5 Cr

Net Profit at 37 Cr vs 23 Cr

EPS at 6.68 rs vs 4.82 rs

Ganesha Ecosphere #Q1FY2025
Good YoY nos 👍

Revenue at 336 Cr vs 254 Cr YoY

PBT at 30 Cr vs 5 Cr

Net Profit at 22.5 Cr vs 3.44 Cr

EPS at 8.91 rs va 1.58 rs

Credit to Shreenidhi P from X.


Ganesha Ecosphere
#GaneshaEcosphere
#Ganecos
Solid Q1FY25 👏
Small margin compression QoQ, solid uptick YoY
Rev at 336cr vs 254cr, Q4 at 305cr
PBT at 30cr vs 5cr, flat QoQ
PAT at 22.5cr vs 3.4cr, Q4 at 21.5cr

Supriya LifeSciences
#Supriya
#SupriyaLife
Solid Q1FY25 👏
Rev at 161cr vs 132cr, Q4 at 160cr
PBT at 60cr vs 43cr Q4 at 53cr
PAT at 45cr vs 29cr, Q4 at 37cr

Jyoti CNC Machines
#JyotiCNC
Rev at 361cr vs 208cr, Q4 at 450cr
PBT at 78cr vs -13cr, Q4 at 107cr
PAT at 51cr vs -13cr, Q4 at 99cr

PNC Infratech
#PNCINfra
Includes some one offs and early completion bonus
Rev at 2167cr vs 2091cr, Q4 at 2600cr
PBT at 768cr vs 262cr, Q4 at 533cr
PAT at 575cr vs 180cr, Q4 at 396cr

EMS Ltd
#EMS
Solid Q1FY25 👏
H2 heavy , so QoQ isn't comparable
Rev at 206cr vs 138cr
PBT at 49.4cr vs 30.5cr
PAT at 37.1cr vs 22.7cr

Electrotherm
#Electrotherm
Rev at 1058cr vs 931cr, Q4 at 1217cr
PBT and PAT at 109cr vs 39cr, Q4 at 104cr

Advanced Enzyme
#AdvEnzyme
Degrowth QoQ
Rev at 154cr vs 147cr, Q4 at 157cr
PBT at 41cr vs 49cr, Q4 at 55cr
PAT at35cr vs 29cr, Q4 at 30cr

Nila Infrastructures
#NilaInfra
Rev at 41cr vs 24cr, Q4 at 86fr
PBT at 6.5cr vs 0.67cr, Q4 at 7.4cr
PAT at 5cr vs 22lacs, Q4 at 5.3cr

Finolex Cables
#FinolexCables
Core business degrows
Associates and JV profit grows to 156cr vs 35cr, Q4 at 50cr
Core business PBT at 162cr vs 174cr, Q4 at 199cr
PBT at 318cr vs 210cr, Q4 at 250cr

Vinati Organics
#VinatiOrg
YoY good, QoQ bad
Rev at 524cr vs 438cr, Q4 at 550cr
PBT at 112cr vs 92cr, Q4 at 139cr
PAT at 84cr vs 69cr, Q4 at 104cr

Atul Auto
#AtulAuto
Turnaround , but down sharply QoQ
Rev at 135cr vs 60cr, Q4 at 161cr
PBT at 1.3cr vs -12cr, Q4 at 6.5cr
PAT at 0.76cr vs -9.4cr, Q4 at 4.8cr

Lumax Auto Technologies
#LumaxAutoTech
Rev at 756cr vs 531cr, Q4 at 857cr
PBT at 56.5cr vs 43cr, Q4 at 62cr
PAT at 41.6cr vs 30cr, Q4 at 51cr

HCP Plastene Bulkpack
#HCPPlastene
Turnaround qtr
Rev at 104cr vs 59cr, Q4 at 76cr
PBT at 2.8cr vs -2.6,cr, Q4 at 1.4cr
PAT at 2.1cr vs -2.4cr, Q4 at 1.2cr

Kapston Services
#Kapston
Rev at 153cr vs 113cr, Q4 at 14qcr
Margins down QoQ
PBT at 2.9cr vs 2cr, Q4 at 3.5cr
PAT at 3.3cr vs 2.7cr, Q4 at 2.7cr

AYM Syntex
#AYMSyntex
Turnaround qtr, but sharply down QoQ
Rev at 347cr vs 319cr, Q4 at 374cr
PBT at 3.5cr vs -7.3cr, Q4 at 17.4cr

Precision Wires
#PrecisionWires
Rev at 952cr vs 798cr, Q4 at 878cr
PBT at 30cr vs 22cr, Q4 at 29cr
PAT at 22 cr vs 16.5cr,flat QoQ

Indo Thai Securities
#IndoThai
Rev at 9.4cr vs 7cr, Q4 at 6.5cr
PBT at 5.9cr vs 4.2cr, Q4 at 3.5cr

Crown Lifters
#Crown
Seasonality in the business
Rev at 7.6cr vs 5cr, Q4 at 10.5cr
PBT at 2.3cr vs 1.1cr, Q4 at 3.7cr
PAT at 11cr vs 1.qcr including 12.2cr one off gains, Q4 at 1.9cr
12.2cr gains due to change in depreciation accounting

Metroglobal
#Metroglobal
Rev at 69cr vs 47cr, Q4 at 58cr
Other inc at 4.6cr vs 7.6cr QoQ
PBT at 9cr vs 2.7cr, Q4 at 10.5cr

Khaitan India
#Khaitan
Rev at 19cr vs 13cr, Q4 at 16cr
PBT at 2.1cr vs 38lacs, Q4 at 1.9cr

Modern Dairies
#ModDairies
Rev at 94cr vs 83cr, Q4 at 98cr
PBT at 3.8cr vs 2cr, Q4 at 6.3cr

HEC Infra
#HECInfra
Rev at 18cr vs 13cr, Q4 at 28cr
PBT at 1.1cr vs 26lacs, Q4 at 1.9cr

PPAP Auto
#PPAP
Turnaround, but profits are very tiny and hardly any
Very inconsistent performer despite sector having the best 3 years from FY21 to FY24

Autoline Industries
#Autoline
Another laggard that hasn't done anything over last 10 years
Rev at 151cr vs 149cr, Q4 at 189cr
PBT at 5.3cr vs 1.7cr, Q4 at 5.7cr

WABAG 🔥

Company receives repeat order of INR 415 Crores towards 7 years Operation & Maintenance Contract of 110 MLD SWRO Nemmeli Desalination Plant, Chennai