Multibagger Stock IdeaSβ„’οΈπŸ“ˆπŸ’°πŸŽ―
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Long Term and Short term investment ideas and studies

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Bikaji Foods #Q1FY25
Strong performance πŸ”₯πŸ”₯

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
πŸ‘3
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 πŸ‘
Solid QoQ and YoY growth πŸ‘
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 πŸ‘
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
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HFCL Ltd #Q1FY25
Good YoY nos πŸ‘

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
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Multibagger Stock IdeaSβ„’οΈπŸ“ˆπŸ’°πŸŽ―
Epack Durable Mcap - 1900 Cr Q4FY24 will be better than Q4FY23 due to new capacity expansion Added a new product catagory of air coolers, started manufacturing in Dec'23
EPACK Durable #Q1FY25
Outstanding Performance πŸ”₯πŸ”₯

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 πŸ”₯

AC business grew by 82% for the quarter on YoY
❀5πŸ‘3
"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
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Jupiter Wagons #Q1FY25
Strong results πŸ”₯πŸ”₯

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
πŸ‘6😁1🀩1
Pitti Engineering

Signed an agreement with Dakshin Foundry Private Limited to acquire 100% of the equity share capital at an Equity Value of β‚Ή 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
πŸ‘3
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 β‚Ή 4.86 vs β‚Ή 4.39
ELECTCAST at new high πŸ₯³πŸ₯³

Recommended @172 to our prime members
172 to 217 πŸ’₯

25% return in just one month πŸ₯³πŸ”₯πŸ”₯
Indus Tower at 4% up today πŸ’₯πŸ₯³

Recommended @383 to our prime members
383 to 447

16% return in one month πŸ₯³πŸ”₯πŸŽ‰
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
πŸ‘4
Amara Raja Energy
Looks good on chart
πŸ‘13
Bella Casa #Q1FY25
Outstanding result πŸ”₯πŸ”₯

Revenue Grew by 57% to β‚Ή74 Cr

Operating Profit Increased by 61% to β‚Ή6.5 Cr
Margin: Consistent at 8.85%

Net Profit Climbed by 65% to β‚Ή3.3 Cr

Apparel sales volume surged by 173%, reaching 20.73 lakh pieces. β€’ Home Furnishing sales remained robust with 3.29 lakh units sold
πŸ‘6
KFin Technologies #Q1FY25
Strong results πŸ‘πŸ‘

Revenue stood at 237 Cr, up 31% YoY

International and other investor solutions revenue up by 56.6%, VAS revenue up by 49.6%

EBITDA stood at 99 Cr, up 41%
EBITDA margin at 42%

Net Profit at 68 Cr, up 57% YoY

Cash and cash equivalents at 452 Cr
πŸ‘2
RESULTS #TOMORROW (SATURDAY)


ICICI BANK
DR REDDYS
NTPC


IDFC FIRST BANK
PNB
REC LTD
MCX


ANANT RAJ
FINOLEX INDUSTRIES
GENUS POWER
IFB INDUSTRIES
J&K BANK
JAIPRAKASH POWER
MEGHMANI ORGANICS
SBFC FINANCE
SAHILY ENGINEERING
SPANDANA SPHOORTY
SUMITOMO CHEMICAL
TRANSPORT CORPORATION OF INDIA
πŸ‘14
Amber Enterprise #Q1FY25
Fantastic result πŸ”₯πŸ”₯

Revenue grew by 41% to 2,401 Cr YoY

EBITDA grew by 45% to 200 Cr
Margin at 8.3% vs 8.1%

Net Profit grew 60% to 75 Cr
πŸ‘6
People are ready to pay huge to the market but not ready to pay professionalsπŸ™
😱24πŸ‘7😁7❀6
Ashish Kacholia sir invested 50 Cr in Awfis space solutions in June 22 during its series E round. Co got listed recently.

Today Awfis is his 2nd largest holding at 215 Crore (in Public Markets)
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