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Long Term and Short term investment ideas and studies

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Dodla Dairy #Q1FY25
Wonderful Performance πŸ”₯πŸ”₯

Revenue grew by 11% to 911 Cr YoY

EBITDA grew by 74% to 105 Cr πŸ”₯
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
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RailTel Corp

Company has received the work order from Ministry Of Railways for Design, Development, Implementation, Operations and Maintenance of HMIS and Integrated Empanelled Hospital Referral Portal

Order Value - Rs. 186 Cr
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Esconet Technologies

Co has received a significant order for datacenter network equipment of Arista Networks...

Total Order Value - 12 Cr
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Summary of very good Q1FY25-19th till 21st July 2024

*Very Good/Blockbuster:*

1. Shakti Pumps
2. Tejas Networks
3. Shivalic Power
4. Oberoi Realty
5. Supreme Petrochem
6. Patanjali Foods
7. JSW energy
8. Mason Infratech
9. Netweb Technologies
10. Kirloskar Pneumatic
11. Swastika Investmart
12. SportKing

*Good:*

1. Jubilant Pharmova
2. Gravita
3. Arihant Capital
4. Raghav Productivity Enhancers
5. RPG LifeSciences
6. JK Cement
7. Sylvan Ply
8. Stanley Lifestyles
9. Credit Access
10. ICICI Lombard
11. Nippon AMC
12. TRIL
13. Poonawalla Fin
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πŸ’₯BREAKINGπŸ’₯

China cuts interest rates with 0.25% πŸ‡¨πŸ‡³

Massive liquidity injections are about to happen
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GE Power India

Company has received a work order from NTPC GE Power Services Private Limited

Order Value - 348 Cr
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Budget 2024 LIVE Updates: Power stocks

Union Budget 2024 Live Updates: In order to reach the goal of 500GW of RE capacity by 2030, capacity additions in the areas of solar, wind, hydro, nuclear, and other renewable energy sources will continue to be a major focus of the budget. According to Prabhudas, the government has sanctioned viability gap finance of Rs 7,500 crore for 1GW of offshore wind generating capacity. NTPC, Power Grid, Coal India, Tata Power, and CESC are the power stocks to monitor.
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4 FOCUS AREA

THE GAREEB
THE WOMAN
THE YOUTH
THE FRAMERS
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Union Budget updates: We announced higher MSP for farmers for all major crops: FM Sitharaman
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Budget 2024 LIVE Updates: Nine priorities for this year and coming years

1. Productivity and resilience in Agriculture
2. Employment and skilling
3. Inclusive HRD and social justice
4. Mfg & services
5. Urban development
6. Energy security
7. Infra
8. Innovation, R&D
9. Next generation reforms
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10,000 bio research centres will be established: FM Sitharaman
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β‚Ή1.52 lakh cr provision for agriculture and allied sectors: FM Sitharaman
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Natural farming: next 2 years 1 cr farmers across the country will be initiated for natural farming, supported for branding: FM Sitharaman
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PROVISION OF 1.52 TRLN RUPEES FOR AGRI AND ALLIED SECTORS

1. Fertilizer
2. Shrimp
3. Seeds
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Rs 26,000 crore allocated to Bihar road projects:
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Andhra Pradesh to get Rs 15,000 crore special financial support in FY25

#BudgetSession2024
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FIN MIN SAYS SHIPPING INDUSTRY REFORMS WILL BE IMPLEMENTED ( CO'S IN FOCUS SCI , GE SHIPPING )
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MINING+EXPLORATION STOCKS

Will unveil first tranche of auction of offshore mining of minerals
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Response To Rooftop Solar Scheme

"PM Surya Ghar Muft Bijli launched to install roof-top solar for 1 crore households.
The scheme got 1.28 crore registrations, 14 lakh applications."
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