THE ORDER BOOK OF GREEN ENERGY & SOLAR STOCKSβ
1. #SUZLON
π ORDERBOOK - 3150 MW
2. #NHPC
π 10499 MW CAPACITY UNDER CONSTRUCTION ( RECENTLY - 2000 MW SIGNED FOR SOLAR POWER)
3. #KPIGREEN
π ORDERBOOK - 615 MW ( APPROX )
3. #KP ENERGY
πORDERBOOK - 715 CR ( APPROX )
4. #INOXWIND
π ORDERBOOK - 2575 MW
5. #GENSOL
π ORDERBOOK - 1025 CR. AS FY23 ( 30 MW FLOATING SOLAR PROJECT )
6. #TDPOWERSYS
π ORDERBOOK - 1150 CR
7. #ADANIGREEN
π 25 GW OPERATIONAL CAPACITY BY 2025 AND 45 GW - 2030 ( APPROX )
8. #SWSOLAR
π ORDERBOOK- 8750 CR ( APPROX )
9. #ORIANA
π ORDERBOOK - 100 MW
1. #SUZLON
π ORDERBOOK - 3150 MW
2. #NHPC
π 10499 MW CAPACITY UNDER CONSTRUCTION ( RECENTLY - 2000 MW SIGNED FOR SOLAR POWER)
3. #KPIGREEN
π ORDERBOOK - 615 MW ( APPROX )
3. #KP ENERGY
πORDERBOOK - 715 CR ( APPROX )
4. #INOXWIND
π ORDERBOOK - 2575 MW
5. #GENSOL
π ORDERBOOK - 1025 CR. AS FY23 ( 30 MW FLOATING SOLAR PROJECT )
6. #TDPOWERSYS
π ORDERBOOK - 1150 CR
7. #ADANIGREEN
π 25 GW OPERATIONAL CAPACITY BY 2025 AND 45 GW - 2030 ( APPROX )
8. #SWSOLAR
π ORDERBOOK- 8750 CR ( APPROX )
9. #ORIANA
π ORDERBOOK - 100 MW
π7β€1
Good #Q4FY24-25/4/2024 from 3-30pm to 6-30pm
Som Distilleries and Breweries
#SDBL
#SOMDIST
Solid #Q4FY24π
Highest ever Q4 in terms of revenue, EBITDA, PBT and PAT π₯
Rev at 738cr vs 482cr, Q3 at 500cr(including state excise duties)
PBT at 36cr vs 20cr, Q3 at 23.7crβ«56%
Taxes paid at 16cr vs 4cr, else PAT would ve looked spectacular
PAT at 20cr vs 15.8cr, Q3 at 18cr
OCF at 97.5cr vs 14crπ₯π₯
Cellecor gadgets
#CELLECOR
Good #H2FY24
Rev at 290cr vs 150cr
H1 at 209cr
PBT at 12.2cr vs 6.3cr, H1 at 9.5cr
PAT at 9cr vs 4.7cr, H1 at 7cr
Good 23% QoQ uptick
Inventory has gone up a lot with sharp uptick in short term loans
OCF negative
Himadri Speciality Chemicals
#HSCL
Rev at 1176cr vs 1028cr
PBT at 166cr vs 111cr, Q3 at 150cr
PAT at 115cr vs 76cr, Q3 at 108cr
OCF at 404cr vs 54crπ₯π₯
Jai Balaji Industries
#JAIBALAJI
Rev at 1845cr vs 1724cr
Other income at 156cr vs 21cr
PBT at 356cr vs 34cr, Q3 at 234cr
QoQ uptick is mainly due to higher other income
PAT at 273cr vs 234cr QoQ
OCF at 839cr vs 321crπ₯
ACC Ltd
#ACC
Strong beat vs ests with decent margin expansion
Rev at 5408cr vs 4790cr
EBITDA β«45%
PBT at 654cr vs 396cr, Q3 at 721cr
PAT at 944cr vs 235cr, Q3 at 537cr which includes exceptional items of 230cr
OCF at 2995cr vs -1235crπ₯
KPI Green Energy
#KPIGREEN
QoQ degrowth
Rev at 292cr vs 184cr
PBT at 60cr vs 37cr, Q3 at 72cr
PAT at 43cr vs 32cr, Q3 at 51cr
OCF negative
Bajaj Finance
#BAJFINANCE
Rev at 14926cr vs 11364cr
PBT at 5105cr vs 4261cr, Q3 at 4895cr
PAT at 3825cr vs 3158cr
Asset quality steady
Decent set:
Cyient Ltd
#CYIENT
Rev at 1860cr vs 1751cr
Other Inc at 23cr vs 18cr QoQ
PBT at 259cr vs 223cr, Q3 at 250cr
PAT at 197cr vs 163cr, Q3 at 153cr
Indusind bank
#INDUSIND
PBT and PAT growth of 15%
YoY
Stable asset quality
#AAVAS
23% rev growth
PBT at 177cr vs 158cr, Q3 at 149cr
PCR 64%, steady asset quality
Som Distilleries and Breweries
#SDBL
#SOMDIST
Solid #Q4FY24π
Highest ever Q4 in terms of revenue, EBITDA, PBT and PAT π₯
Rev at 738cr vs 482cr, Q3 at 500cr(including state excise duties)
PBT at 36cr vs 20cr, Q3 at 23.7crβ«56%
Taxes paid at 16cr vs 4cr, else PAT would ve looked spectacular
PAT at 20cr vs 15.8cr, Q3 at 18cr
OCF at 97.5cr vs 14crπ₯π₯
Cellecor gadgets
#CELLECOR
Good #H2FY24
Rev at 290cr vs 150cr
H1 at 209cr
PBT at 12.2cr vs 6.3cr, H1 at 9.5cr
PAT at 9cr vs 4.7cr, H1 at 7cr
Good 23% QoQ uptick
Inventory has gone up a lot with sharp uptick in short term loans
OCF negative
Himadri Speciality Chemicals
#HSCL
Rev at 1176cr vs 1028cr
PBT at 166cr vs 111cr, Q3 at 150cr
PAT at 115cr vs 76cr, Q3 at 108cr
OCF at 404cr vs 54crπ₯π₯
Jai Balaji Industries
#JAIBALAJI
Rev at 1845cr vs 1724cr
Other income at 156cr vs 21cr
PBT at 356cr vs 34cr, Q3 at 234cr
QoQ uptick is mainly due to higher other income
PAT at 273cr vs 234cr QoQ
OCF at 839cr vs 321crπ₯
ACC Ltd
#ACC
Strong beat vs ests with decent margin expansion
Rev at 5408cr vs 4790cr
EBITDA β«45%
PBT at 654cr vs 396cr, Q3 at 721cr
PAT at 944cr vs 235cr, Q3 at 537cr which includes exceptional items of 230cr
OCF at 2995cr vs -1235crπ₯
KPI Green Energy
#KPIGREEN
QoQ degrowth
Rev at 292cr vs 184cr
PBT at 60cr vs 37cr, Q3 at 72cr
PAT at 43cr vs 32cr, Q3 at 51cr
OCF negative
Bajaj Finance
#BAJFINANCE
Rev at 14926cr vs 11364cr
PBT at 5105cr vs 4261cr, Q3 at 4895cr
PAT at 3825cr vs 3158cr
Asset quality steady
Decent set:
Cyient Ltd
#CYIENT
Rev at 1860cr vs 1751cr
Other Inc at 23cr vs 18cr QoQ
PBT at 259cr vs 223cr, Q3 at 250cr
PAT at 197cr vs 163cr, Q3 at 153cr
Indusind bank
#INDUSIND
PBT and PAT growth of 15%
YoY
Stable asset quality
#AAVAS
23% rev growth
PBT at 177cr vs 158cr, Q3 at 149cr
PCR 64%, steady asset quality
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