Ethos Ltd

Building a large Luxury Customer base

In Q1FY25, Average Selling Price has increased to 2.20 lakh vs 1.90 lakh in FY24

Patel Engineering
Mcap - 4300 Cr

Company eyeing Rs 1.5 lakh crore opportunity in hydropower projects

Hydropower projects contribute 60–70% of the order book

We expect that in the next one year, we should be adding around Rs 10,000–15,000 crore in our order book - Management

Tejas Networks

Company has received a provisional purchase order of Rs. 96.42 Crores from NewSpace India Limited

DCX Systems

Company has received contracts/orders worth 107 Crore

EFCIL

Q1FY25 Concall pointers:

Overall, very bullish tone

Office Space:
47k seats right now
To go upto 65-70k by year end

On an avg,55k seats will remain operational
7k/seat rental
So 350cr revenue from this segment

Design/Build:
2x growth YoY

Furniture business:
September 2025
Expecting 50-75cr this year
399cr contribution next year

OPM in furniture segment:
40%(6-8months to achieve this)

OPM in office spaces-30%
OPM from Design/Build-17-18%

Blended OPM of 30% easily achievable and sustainable

Q3 and Q4 will see revenue coming in from new seats

Bigbox acquisition:
51% stake
3000 seats in Pune
Expanding in NCR, Kolkata

Can do 2x revenue growth with 30% OPM

The jewellery market is expanding at a robust rate of 15%-16%, expected to reach INR 145 billion by 2028.

The organized segment is growing at 18%-19%, driven by rising disposable incomes and improved consumer experiences.

#skygold #sencogold

Godfrey Phillips at ATH 🔥🔥
910 to 5442

Total 498% return

If you invest in good companies thn patience always pays off 💰💰

Wait and watch.....
#5stocksfor5years #godfreyphillips

Addictive Learning Tech / Law Sikho

Promoters are increasing their shareholdings through warrants 💪

Issued 19 lakh Fully Convertible Equity Warrants @292 rs
Yesterday's stock price - 288

Genus Power

Company wins orders worth Rs 3,608.52 crore.

Servotech Power Systems

Co has secured a contract for installing 12 EV charging stations from the ANERT, Department of Power, Govt. of Kerala

EMS

Best Smallcap Water infrastructure Multibagger 🔥

Management targeting 35% to 40% growth in revenue in FY25 💹

#EMS
#Water