Man Industries

Order Book 2100+ Cr
Will be executed in next 6 to 8 months

Guidance of 100% growth in next 2 years

Guidance of 10-12% margins

Additional 1000 Cr revenue is expected from SS biz

Carysil

Rs 150cr QIP Opens

Floor price at Rs 837.89-5% discount

Transformers & Rectifiers
Strong commentary by management 🔥

Expecting Rs 3,000 Cr of order inflows in FY25

Guidance of 2,000 Cr of revenue in FY25
FY24 rev - 1291 Cr

EBITDA margin would be 14% 🔥
FY24 Margin - 10%

Expansion is underway in distributor, solar, and green hydrogen transformers

300 Cr to be spent on capex this year

Targeting 25% exports in FY25
Exports were 12%–13% of the rev in FY24

#TRIL #StockMarket #stockmarketsindia

DE Nora India

Company has received an order I contract from Nuclear Power Corporation of India

Order Value - 38.71 Cr

Tara Chand InfraLogistic

Co has been awarded a new contract from RINL for handling and transportation of steel to various destination across India

Contract value - INR 17 Crores

The safest and most potentially profitable thing is to buy something when no one likes it.  

GE T&D India

Company has received 2 order from GRID SOLUTIONS Middle East FZE, Dubai and Grid Solutions SAS, France

Total Order Value - 90 million Euros

Taneja Aerospace

TAAL has received an order from Bharat Electronics for Aircraft modification / installation of SARANG system

Order Value - 14 Crore

BIG NEWS FOR BHEL - Stock up 4% after Reuters Report

Indian Govt utilities to order $33 billion in equipment this year to boost coal power output, sources say Reuters

🚨 Maharashtra has become 1st state in India to cross $500 billion economy.

INDIABULLS GROUP STOCKS IN FOCUS

NAME CHANGE

INDIABULLS REAL ESTATE-EQUINOX INDIA DEVELOPEMENTS

INDIABULLS HOUSING FINANCE-SAMMAAN CAPITAL

Inox Wind

Company to achieve net debt free status with infusion of Rs. 900 Crores by promoter

Oriana Power

Co has secured an order for a 25 MWp Captive Solar Power Plant under the Group Net Metering (GNM) Policy in Delhi

IIFL on Chemicals - Turning spotlight to import substitution

📌Deepak Nitrite: A 10% increase in phenol-acetone spreads will result in EBITDA and EPS upgrade of 8% and 9% respectively

📌Chemplast Sanmar: A 10% increase in PVC spreads will result in EBITDA and EPS upgrades of ~13% and 23% respectively

📌Deepak Fertilizers and Chemicals: A 10% increase in ammonia price will result in consolidated EBITDA and EPS upgrades of ~9% and 18% respectively

📌Archean Chemicals: A 10% increase in bromine prices will drive 9% EBITDA and 10% EPS upgrades for Archean Chemicals