RBM Infracon
Mcap - 800 Cr

Company has received a new Order of 3,498 crore including Rs 3,371 Crore for crude and Rs 127 crore for Gas at Nandej from ONGC

Total order book - 4,884+ crore

INSIDER TRADE ALERT:🚨

-Action Construction
Trust Bought 1000 shares

-STEL Holdings
Promoter Bought 0.04%

-NRB BEARINGS
Promoter Bought 0.06%

Waste Water / Sewage - only 28% installed

India current sewage capacity is only at 28%

Waste Water generation expected to increase by 75-80% over next 20+ years

Huge growth ahead for Sewage Sector

Sona BLW Precision

Co successfully raised INR 2400 crores through QIP

The proceeds from the QIP will further bolster the company’s capital structure to support its organic and inorganic growth strategies

Agrochemical Exports Could Surge to ₹80,000 Cr with Proper Support 🌱📈

India's agrochemical exports could soar from ₹43,223 Cr in FY23 to ₹80,000 Cr in the next 4 years, according to a report by Agro Chem Federation of India (ACFI) & EY.

Key recommendations for growth include:
🔹Streamlined licensing norms & improved infrastructure for storage & sale.
🔹Incentives for biopesticides & simpler registration for new molecules.
🔹Trade agreements with relaxed MRL norms & PLI-like schemes for investment.
🔹Call to reduce GST from 18% to 5% for the industry.

The report highlights India's potential as a global hub for affordable, high-quality agrochemicals, supporting 130 nations

Epack Durable says

Guidance for FY25
🎯 Revenue +45%to 50%
🎯 Margin will be around 8.5%

👉 Looking at diversifying away from AC which is 80% of mix

👉 Started producing Washing Machines which will ramp up

+VE FOR PHARMA STOCKS

CHINA'S PAIN, INDIA'S GAIN

House passes bill that targets China biotechs
BIOSECURE Act, with strong bipartisan support in the Senate, names five Chinese companies

SEPC Ltd

Company has been awarded a Work Order from Irrigation Division, Govt. Of Bihar

Order Value - Rs.182 Cr

🪙PN Gadgil ~ 1100 Cr IPO opens today

Fresh Issue - 850 Cr | OFS - 250 Cr
Mcap ~ 6514 Cr at the upper band

✅Applying for this one, looks like an interesting bet

FY24
- REV: 6119 Cr
- PAT: 154 Cr
- RoE & RoCE > 25%

FY27
- Guiding for REV 10,000 Cr
- Double-digit margins
- Increase in studded ratio to 15% (vs 10 %)

Maharashtra-based Jewellery company
Currently 36 stores
60 stores by FY27
Long-term guidance : 100-120 stores

Valued at 42 P/E on a TTM basis
Peers are trading at higher valuations

Can grow at 20+% CAGR for the next few years
PAT growth will be higher due to operating leverage

All jewellery retailers have given multifold returns since IPO ~ Senco, Kalyan.

A lot of institutions in the anchor book
~ HDFC, Nippon, Axis, Mirae, MOFSL, Bandhan...

GMP at 51%
Will hold for the long term if I get the allotment

#PNGagdil #PNG

Premier Roadlines meet highlights:
#PRLIND
#PremierRoadlines

Met Premier Roadlines management yesterday

FY24:
Rev at 229cr vs 192cr
EBITDA at 21cr vs 12cr
PAT at 13cr vs 7cr

Mkt cap 285cr
22.6xP/E FY24 EPS

FY25:
300-320cr rev guidance conservatively
350cr best case
Will b able to comment after Oct end about H2

10-11% EBITDA margins possible

Finance cost will almost halve vs last year levels
Repaid 15cr debt post IPO

Rental business:
Going at 20 lakh rev/month
Good margins here

Focus is to take comp revenues to 1000cr in 3-4 years

FY26 will be 40% higher than FY25
Margins might go up till 11.5-12% in FY26

80% repeat order track record

Seasonality in the business:
H1 is 35%
H2 is 65%
Contribution wise

Will continue to remain asset light

Project Cargo:
120cr+ order book

RoE and RoCE will continue to remain healthy

Winsol Engineers

Company has received 2 work orders worth 27 Cr

Met the promoter of Premier Roadlines

Visionary and focused management 💪