🏘️ Urban housing outlay of Rs 10 lakh crore announced: Housing needs of 1 crore urban poor and middle-class families to be addressed

Promote sewage treatment and solid waste management for 100 large cities

11.11 lakh crore capital expenditure allocated on infrastructure, 3.4 per cent of GDP

Fiscal deficit lowered to 4.9% of GDP: Finance Minister

TO REDUCE CUSTOMS DUTY ON GOLD, SILVER
TO 6%, PLATINUM TO 6.4%

Nirmala Sitharaman Candle 😬

Changes to Capital Gains Tax Rates:

Short-Term Capital Gains (STCG): The tax rate has increased from 15% to 20%.

Long-Term Capital Gains (LTCG): The tax rate has been raised from 10% to 12.5%, with the exemption limit now set at ₹1.25 lakh.

📌2 changes in the New Tax Regime
🔸Standard deduction to be increased from Rs 50,000 to Rs 75,000

🔸New Tax Slabs
- Rs 0-3 lakhs : Nil
- Rs 3-7 lakhs : 5%
- Rs 7-10 lakhs : 10%
- Rs 10-12 lakhs : 15%
- Rs 12-15 lakhs : 20%
- Above 15 lakhs : 30%

Changes in Custom Duty

Heritage Foods #Q1FY2025
Excellent Performance 🔥👏

Revenue grew by 12% to 1032 Cr YoY

EBITDA grew by 133% to 94 Cr
Margin at 9.08% YoY Growth: 472 Bps

Net Profit grew by 249% to 58 Cr 🔥

Water Sector - Government promotes water supply, sewage treatment and solid waste management projects and services for 100 large cities through bankable projects.

Agri - Expenditure of ₹ 1,51,851 Cr in agriculture and allied services

Telecom - Expenditure of ₹ 1,16,342 Cr in IT and Telecom sector

Infra - 11.11 lakh crore capital expenditure allocated on infrastructure

Our clients are already profiting from these theme stocks because we have been bullish on this industry for the past few months.

Good #Q1FY25-23/7/24 from 3pm till 7pm

Torrent Pharma
#TorrentPharma
Good Q1FY25
Rev at 2859cr vs 2591cr, Q4 at 2745cr
PBT at 656cr vs 532cr, Q4 at 631cr
PAT at 457cr vs 378cr, Q4 at 449cr

Thyrocare Technologies
#Thyrocare
Good Q1FY25
Rev at 157cr vs 134c4, Q4 at 154cr
PBT at 34cr vs 24.7cr, Q4 at 23cr
PAT at 24cr vs 17cr, Q4 at 17cr

Bajaj Finance
#BajajFin
#BajFin
#BajajFinance
Decent
Lowest growth pace in last many qtrs
Rev at 16102cr vs 12499cr, Q4 at 14931cr
PBT at 5265cr vs 4551cr, Q4 at 5105cr⏫16%
PAT at 3911cr vs 3436cr, Q4 at 3824cr⏫14%
AUM ⏫31% at 354192cr
PPOP ⏫25% at 6947cr
Steady asset quality
Slightly higher QoQ

DCM Shriram Ltd
#DCMShriram
Rev at 3073cr vs 2954cr
PBT at 158cr vs 86cr, Q4 at 176cr
PAT at 100cr vs 56cr, Q4 at 118cr
Good recovery in chloro vinyl segment
139cr EBIT vs 33cr EBIT QoQ

Bajel Projects
Mcap - 3000 Cr

Company has been awarded a supply of Goods and Services contract by PowerGrid Corp

Order value - 586 Cr

Parag Milk Foods #Q1FY25
Good nos 👏👍

Revenue INR 758 Crore; growth of 1% YoY

EBITDA INR 61 Cr; growth of 27%
margin of 8.1%; up by 160 bps

Net Profit at 27 Cr, growth of 27% YoY

KEC International

Company has secured new orders of Rs. 1,422 crores for Transmission & Distribution (T&D) projects in India and America

Order Value - 1422 Cr\

Ganesha Ecoshpare 6% 🚀

Thyrocare Technologies #Q1FY25
Good nos 👍

Revenue grew by 16% to 157 Cr YoY

EBITDA grew by 21% to 42 Cr

Net Profit grew by 35% to 23 Cr

Gross Margin improved by 15% YoY due to increase in volume

Pathology revenue grew by 16% YoY, while the Franchise grew by 11%

KPIT Technology #Q1FY25
Strong results 👏🔥

Revenue at 1346 Cr vs 1097 Cr YoY

PBT at 276 Cr vs 176 Cr

Net Profit at 204 Cr vs 134 Cr 🔥

EPS at 7.47 rs vs 4.91 rs

Antony waste 17% up Today 🔥

Recommend our prime client @496
496 to 829

66% return in 3½ months 🤩🔥🚀

We are Bullish on RECYCLING THEME 🤩

Disc- Not a reco.

BIG BREAKING NEWS 🔥🔥🔥
AN EXTREMELY POSITIVE TRIGGER FOR #HUDCO

HUDCO has signed an MOU worth 1,00,000 CR with the Govt Of Rajasthan to provide financial assistance for housing and urban Infrastructure projects

Market Cap - 62,000 CR
FY24 Revenue - 7000 CR
MOU signed worth - 1,00,000 CR

HUGE POSITIVE
MASSIVE POTENTIAL