The global electrolyzer market size was valued at USD 12.81 billion in 2023 and it is expected to surpass around USD 278.82 billion by 2033 with a registered CAGR of 36% from 2024 to 2033

#hydrogen

Ventura has given Target for Senco Gold of 1,456, 50% Upside

Revenues to grow at a CAGR of 23%, reaching INR 9,784 Cr by FY27E, driven by continued strong same-store sales (SSSG) and the addition of new stores. The company is expected to achieve a 13% CAGR from SSSG over the next three years, with the remainder of the growth coming from the addition of 22 stores per year, culminating in a total of 225 stores. EBITDA and PAT are expected to grow at a CAGR of 27% and 25% to INR778 crore and INR 351 crore respectively.

K2 Infragen
Mcap - 340

Company Secures ₹33.41 Crore Project for North Western Railway

The Contact is Set to Enhance Railway Connectivity in Rewari-Kathuwas Region

Total Order Book - Rs. 477 crores

#stockmarketsindia

BREAKING: IMF upgrades its forecast for 🇮🇳 India's GDP growth for 2024 up to 7%

Cigniti Technologies

Rajasthan Global Securities name appears with 9.70% stake

#stockmarketsindia #CIGNITITEC

Big Bull Portfolio Updates 📚

Genus Power Infrastructures Ltd.

Ajay Upadhyaya increased stake to 3.02% from 1.58%

Mcap (Cr.): 10,886.56

Bondada Engineering

Company has received an authorisation for placement of work order from KPI Green Energy

Order Value - 59 Crore

Power Mech Projects

Company has received an order worth Rs.209 Crores for Operation and Maintenance of 3X91.5 MW CPP at Hindustan Zinc

MTNL

Stock up 20%-Stock at 13 year high levels

Govt mulls handing over MTNL operations to BSNL

Govt to deposit Rs 94cr in an escrow account to ensure
timely interest payment
Turnaround play

Polycab India #Q1FY25
poor nos 👎

Revenue at 4698 Cr up 21% YoY

EBITDA at 5,83 Cr up 6% YoY
Margin 12.4% vs 14.1%

Net Profit at 401 Cr down -0.4% YoY

The decrease in margin was driven by a shift in the business mix toward segments with lower margins – the contribution from higher margin International business and domestic distribution business declined, while that from lower margin EPC business inched up

Gem Enviro

Rajasthan Global Securities holds 1.58% in the company

#GEMEnviro

Choice International #Q1FY25
Good results YoY

Revenue of 206 Cr vs 139.3 Cr 48% up YoY

EBITDA of 58Cr vs 37.6 Cr, 55% up
Margins of 28.27% vs 26.99%

Net Profit at 32 Cr vs 21 Cr, 51% up

Number of Demat Accounts stood at 890K, 23% up YoY

AUM for Stock Broking stood at Rs. 41.3K Cr, 28% up YoY
AUM for Mutual Funds stood at Rs. 878 Cr, a spike of 111% YoY

There is time for quality and there is a time for junk.

Market Cycles |

Tejas Networks Ltd (#TEJASNET)

Tejas Networks, a Tata Group company, received the Pandit Deendayal Upadhyaya Telecom Excellence Award for its contributions to telecom equipment research and manufacturing. The award recognizes the company's commitment to technology excellence and design-led manufacturing in India. Tejas Networks designs and manufactures networking products for telecom service providers, internet service providers, and government entities globally.

KPI Green

Co has received a new order for a 100 MW Hybrid Captive Solar Power Project under the CPP segment

Polycab India says

🎯 Will achieve 20 k cr revenue guidance sooner than FY26, will give fresh guidance in H2FY25
🎯 Margin band between 12-14%
❌ Promoters will not sell more stake
🤔 Yet to hear from Income Tax, optimistic of an outcome in 1 year

Nazara

Company acquires 100% Ownership of Paper Boat Apps via additional INR 300 Crores investment to Drive Global Expansion of Kiddopia

Paper Boat Apps
FY24 revenue - 219 Crores
EBITDA of INR 56 Crores

Net cash balance of INR 155.74 Crores as of March 2024