Bikaji Foods #Q1FY24

Revenue up by 15.0% to 482 Cr YoY
Volume growth: +15.2% YoY

EBITDA margin at 13.6%  PAT up by 163.8% to Rs. 41 Cr

Core & Focus markets have grown in mid-double digits YoY  Increased Direct Coverage by 13k outlets in Q1; on track to reach 1.5 lakh outlets by FY24 

Added 150 feet on ground in Q1

#stockmarkets #StocksInFocus

Dhanuka Agritech #Q1FY24

Poor result

Revenues stood at 369 Cr
Down by 6%
EBITDA stood at 43 Cr
Down by 15%
PAT stood at 33 Cr
Down by 33

🟢 Due to good rain, the degrowth of First Quarter has been converted into positive growth in July Month

🟢 Guidance for 50-100 BPS growth in margin

#stockmarkets #StockToWatch

Sapphire Foods #Q1FY24

Revenue grew by 20% to 652 Cr YoY

EBITDA grew by 10% to 122 Cr

Margin 18.8% to 20.5%

PAT down by 35% to 248 Cr

Added 35 restaurants (17 KFC, 16 Pizza Hut, 1 KFC and Pizza Hut each in Maldives)
Total restaurant 778

#stockmarkets #StockToWatch

Piramal Pharma #Q1FY24

Revenue grew by 18% to 1,749 Cr YoY

EBITDA grew by 92% to 171 Cr

EBITDA margin 10% vs 6% YoY, driven by healthy revenue growth and cost optimization measures

PAT at -99 Cr vs -109 Cr

#stockmarkets #StockToWatch

Investing Rule..

Investing is supposed to be BORING....

The day it becomes exciting, you are not investing...

- Follow a process/plan
- Circle of Competence
- Avoid FOMO
- Inaction is sometimes the best action in markets
- Short-term excitement vs long-term wealth creation

#stockmarkets

ASALCBR

Promotor Bought 2.05 crore worth of shares from open market, in last 2 days

#StocksToBuy #stockmarkets

Waaree Renewable #Q2FY24
Outstanding results🔥🔥🔥

Revenue growth of 24% to 150 Cr YoY

EBITDA grew by 122% to 28 Cr
Margin 18.72% vs 10.46%

PAT growth of 124% to 18 Cr YoY

Unexecuted Orderbook of 897+MW to be executed in next 9-12 months

#stockmarkets #StockToWatch

Apollo Pipes
#Q3FY24 Concall Highlights

Revenue Guidance of 25% to 30% CAGR for the next four years

Expected 25% Volume Growth in Q4FY24

Targeting to double Apollo Pipes capacity to 286,000 metric tonnes in the next three years

Confident of hitting 25% to 30% of ROCE

FY2024 capex spends were around Rs.82 Crores and there will be another 50 Crores expected in Q4
210 Cr of Capex expected next year

EBITDA per ton should be around Rs.18,000 rupees in the next two to three years

#stockmarkets #StocksInFocus #apollopipes

Vaidya Sane Ayurved Lab
MCap - 200 Cr

Investor conference Highlights

Guidance for 130-140 Cr Topline for FY25
20-30% growth guidance over the next 2 years

At Current 360 clinics
Will expand to 1000 clinics over next 2-3 years
Yes, there will be some pressure on margins, but not that much

15% EBITDA in expansion phase
After expansion we will do 20%

Expected 25% growth in Madhavprash

#Madhavbaug #stockmarkets

Skipper
Outlook and Future plans

Target a 25% CAGR over the next two years

Expanding engineering capacity by 75,000 MT, to meet increasing demand, and increasing total capacity to 375,000 MTPA

Steering a targeted capex of approx. 200 Cr to fund expansion, leveraging a balanced mix of debt and internal accruals

#stockmarkets #skipper