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

Tejas Network #Q1FY25
Strong YoY nos 💪

Revenue at 1562 Cr vs 188 Cr YoY

PBT at 121 Cr vs -65 Cr loss

Net Profit at 77 Cr vs -26 Cr loss YoY

EPS at 4.44 rs vs -1.56 rs

Kirloskar Pneumatic #Q1FY25
Good nos 👍

Revenue grew by 14% to 275 Cr YoY

EBITDA 43 Cr vs 32 Cr
EBITDA margin 15.6% vs 13%

Net Profit improved by 50% to 27 Cr YoY

Order book stood around INR 1,618 Cr

Netweb Technologies #Q1FY25
Strong nos 👏YoY

Total Income at 153 Cr, YoY growth of 154% o

EBITDA at ₹ 24 Cr, an increase of 164%
EBITDA margin at 15.6% vs 15.0%

Net Profit at ₹ 15 Cr, an increase of 203%

Order Book: ₹ 419 Cr

#netweb #stockmarketsindia

Shakti Pumps #Q1FY25
Fantastic nos YoY 🔥

Revenue at 567 Cr vs 113 Cr YoY

PBT at 125 Cr vs 1 Cr

Net Profit at 92 Cr 1 Cr

EPS at 46.24 rs vs 0.54 rs

Solex Energy

Company has received the Work Order from Vatsalya Paper Industries Surat for 10 MWP Solar Ground Mount Power Plant

Order Value- Rs. 34 Cr

Shivalic Power Control #H2FY24
Strong YoY nos 👍

Revenue at 71 Cr vs 50 Cr YoY

PBT at 10 Cr vs 6 Cr

Net Profit at 7.8 Cr vs 4.5 Cr 🔥

FY24 OCF -8 Cr vs 4 Cr YoY👎
Receivables at 34 Cr vs 13 Cr YoY

Rossari Biotech #Q1FY25
Good nos 👍

Revenues at Rs. 489 Cr, up 19.3% YoY 

EBITDA at Rs. 65 Cr, up 12.5% YoY
EBITDA margin at 13.3% vs 14.1%

PAT at Rs. 35 Cr, up 19.5% YoY

Some weekend news -
#HGInfra gets letter from East Central Railway for Rs 709 crore project in Bihar

#ShaktiPumps - We see a 3-4 year clear growth runway with at least 400cr PAT expected in fy25 and the start of the execution cycle. 20x current year and 11-12x fy26 - easily one of the cheapest growth for value stocks out there.

#KPI Green - Leader will remain leader with two back to back 100MW orders in last 2 days

📢 Textile Sector:

The textile sector is set for an exciting ride in the next 1-2 years. Here are 10 stocks with strong fundamentals that you should watch:

1. Arvind Ltd (Current Price: ₹372.70)
Highlights: P/E: 29.11, ROCE: 13.08%, Promoter Holding: 39.61%

2. Grasim Industries (Current Price: ₹2743.00)
Highlights: P/E: 30.83, ROCE: 9.38%, Promoter Holding: 43.06%

3. Sarla Performance Fibers (Sarlapoly) (Current Price: ₹102.50)
Highlights: P/E: 26.18, ROCE: 9.51%, Promoter Holding: 56.67%

4. Donear Industries (Current Price: ₹127.23)
Highlights: P/E: 19.06, ROCE: 14.57%, Promoter Holding: 74.56%

5. Bombay Dyeing (Current Price: ₹205.76)
Highlights: Promoter Holding: 53.58%

6. Ashima (Current Price: ₹43.25)
Highlights: P/E: 8.60, ROCE: 19.19%, Promoter Holding: 73.49%

7. AYM Syntex (Current Price: ₹114.32)
Highlights: P/E: 68.80, ROCE: 6.92%, Promoter Holding: 73.40%

8. Vardhman Textiles (Current Price: ₹521.55)
Highlights: P/E: 23.88, ROCE: 8.80%, Promoter Holding: 64.19%

9. Garware Technical Fibres (Current Price: ₹3752.10)
Highlights: P/E: 35.78, ROCE: 23.05%, Promoter Holding: 53.00%

10. Go Fashion (India) Ltd (Current Price: ₹1044.60)
Highlights: P/E: 68.91, ROCE: 15.66%, Promoter Holding: 52.78%

🔍 Why the Textile Sector?
- Growth Potential: The textile industry is expected to grow significantly in both domestic and export markets.
- Government Support: Policies supporting textile parks, technical textiles, and sustainability practices are boosting the sector.
- Strategic Position: India is a major textile producer and exporter, providing a competitive edge.

📈 Invest Wisely
These companies are financially strong and well-managed. Do your research and consider adding them to your portfolio to benefit from the growth of the textile sector.

Dodla Dairy #Q1FY25
Wonderful Performance 🔥🔥

Revenue grew by 11% to 911 Cr YoY

EBITDA grew by 74% to 105 Cr 🔥
EBITDA margin at 11.5%, expands by 420 bps YoY

Net Profit grew by 86% to 65 Cr

Value-Added Product sales at 314 Cr, up by 21% YoY