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

Portfolio hits new high 🥳😇

It is always a great idea to keep your money invested in good companies

#Ethos #wabag #salzer #EMS #neuland

Bikaji Foods #Q1FY25
Strong performance 🔥🔥

Revenue grew by 19% to 572 Cr. YoY

EBITDA grew by 39% to 91 Cr
Margin at 16%, up bps YoY

Net profit grew by 40% to 58 Cr

Increased Direct Coverage by ~20.7k outlets in Q1; on track to reach 3.5 lakh outlets by FY25

Aurionpro Solutions
#Aurionpro
Solid Q1FY25
Rev at 262cr vs 198cr, Q4 at 247cr
PBT at 54cr vs 38cr,Q4 at 45cr
PAT at 45cr vs 31cr, Q4 at 39cr

Epigral Ltd
#Epigral
Blockbuster Q1FY25 👏
Solid QoQ and YoY growth 👏
Rev at 651cr vs 454cr, Q4 at 524cr
PBT at 131cr vs 47cr, Q4 at 113cr
PAT at 86cr vs 31cr, Q4 at 77cr

V guard Industries
#VGUARD
Solid Q1FY25 👏
Excellent margin expansion
Rev at 1477cr vs 1214cr
PBT at 132cr vs 86cr, Q4 at 100cr
PAT at 99cr vs 64cr, Q4 at 76cr

KPIT Technologies
#KPITTech
Rev at 1364cr ve 1097cr, Q4 at 1317cr
PBT at 277cr vs 177cr, Q4 at 225cr
Other income at 50cr vs 12cr QoQ
5.6% EBIT growth QoQ
PAT at 203cr vs 134cr, Q4 at 166cr

Federal Bank
#FederalBank
Rev at 7663cr vs 6091cr, Q4 at 7149cr
PPOP at 1577cr vs 1367cr, Q4 at 1219cr
PBT at 1404cr vs 1202cr, Q4 at 1296cr
PAT at 1040cr vs 891cr, Q4 at 972cr
Stable asset quality
GNPA and NNPA flat QoQ, down YoY
RoA flattish

CG Power
#CGPower
Good Q1FY25 despite election related slowdown
Rev at 2227cr vs 1874cr
PBT at 336cr vs 263cr, Q4 at 307cr
PAT at 241cr vs 197cr, Q4 at 233cr

Welspun Living
#WelspunLiving
Decent set
Rev at 2536cr vs 2184cr
EBITDA at 393cr vs 341cr⏫15%
PBT at 253cr vs 216cr, Q4 at 252cr
PAT at 186cr vs 162cr, Q4 at 130cr

Tips Industries
#TipsInd
Solid
Revenue at 74cr vs 53cr, Q4 at 63cr
PBT at 58cr vs 36cr, Q4 at 35cr
PAT at 44cr vs 27cr, Q4 at 26cr

Petronet LNG
#Petronet
V good Q1FY25
Rev at 13415cr vs 11656cr
PBT at 1478cr vs 1060cr, Q4 at 992cr
PAT at 1100cr vs 787cr, Q4 at 734cr
Solid 38% growth YoY
40% growth QoQ

Bliss GVS Pharma
#BlissGVS
Rev at 185cr vs 159cr
PBT at 30cr vs 21cr, Q4 at 25cr
PAT at 22cr vs 14cr, Q4 at loss of 5cr

HFCL Ltd #Q1FY25
Good YoY nos 👍

Revenue grew by 16% to 1158 Cr

EBITDA grew by 16% to 185 Cr
Margin at 16% vs 16.04%

Net Profit grew by 46% to 111 Cr

PAT is higher due to deferred tax benefits

EPACK Durable #Q1FY25
Outstanding Performance 🔥🔥

Revenue grew by 77% to 773 Cr YoY

EBITDA grew by 77% to 52 Cr
Margin at 6.68%, Maintained at same level

Net Profit grew by 169% to 23 Cr 🔥

AC business grew by 82% for the quarter on YoY

"From last 4 years we have been doubling our capacity every year & still we have fallen short of market demand."

"Penetration of ACs in India is just 7% given the fact it is one of the hottest countries".

Source: PG electroplast Concall

Jupiter Wagons #Q1FY25
Strong results 🔥🔥

Total income stood at 902 Cr, higher by 19% YoY

EBITDA at 128 Cr, up 32% YoY
Continue to deliver industry-leading margin as EBITDA Margin improves to 14.4%

Net Profit at 89 Cr, higher by 40% YoY

Order book - 7028 Cr

The water and wastewater sectors in India present a significant investment opportunity, with an estimated yearly market size of around Rs 25,000–30,000 crore, divided roughly 40:60 between water and wastewater

#EMS #wabag #wpil #ION

https://www.moneycontrol.com/news/business/stocks/are-water-stocks-set-to-make-the-next-big-splash-12778361.html#google_vignette

Pitti Engineering

Signed an agreement with Dakshin Foundry Private Limited to acquire 100% of the equity share capital at an Equity Value of ₹ 153 crores

Co is engaged in the manufacture of high-quality casting in ductile iron, grey iron, low carbon...
installed capacity of 4200 Tonnes per annum

FY24 Revenue - 71 Cr
EBITDA - 18 Cr

Share India #Q1FY25
Good nos YoY

Revenue at 414 Cr vs 277 Cr YoY

PBT at 131 Cr vs 108 Cr

Net Profit at 103 Cr vs 82 Cr YoY

EPS at ₹ 4.86 vs ₹ 4.39

Sterling and Wilson

Co has received an order for the Engineering, Design, Procurement, Erection, Testing & Commissioning of 500 x 2 (1,000 MWhr)
2nd order 20 MW Floating Solar project in Karnataka

Total Order Value - 328 crore