Fundamental Analysis (Long term)

21 May 2025 07:48

POWERGRID CAPEX GUIDANCE

FOR FY26 ; 28000 CR V 26,255 CR IN FY25

FY27 ; 35000 CR

FY28 ; 45000 CR

Fundamental Analysis (Long term)

21 May 2025 06:36

DIXON TECH Management Says We Expect To More Than Double Our Revenue Over The Next 2-3 Years

IT Hardware Segment Will Start Delivering Growth

Fundamental Analysis (Long term)

20 May 2025 09:00

TIPS Music Management Says Expect To Deliver 125-150 Songs In FY26

Not Compromising On Quality & Investments For Better Content

Will Make Efforts To Increase Market Share

Plan To Sign Bigger Artists, Put More Efforts In Marketing This Year - NDTV PROFIT

Fundamental Analysis (Long term)

20 May 2025 08:09

BEL FY26 Guidance

Sales growth = 15% (in line)

EBITDA Margins = 27% (Better than last year)

Order inflow 27000 crores (excl QRSAM)

Fundamental Analysis (Long term)

20 May 2025 06:04

Jefferies on Data Patterns
Maintains BUY | TP hiked to ₹3,400 (from ₹2,690)

🔹 Q4 EBITDA beat: +23%
🔹 Mgmt delivered after 2 qtrs of 30%+ revenue miss
🔹 Ordering delays flagged - expected catch-up in FY26
🔹 FY26 Guidance: ₹1,000–1,500 Cr orders | 3–4x YoY
🔹 EPS est. raised by 3–10% for FY26–27
🔹 Strong 20–25% medium-term growth outlook intact

Fundamental Analysis (Long term)

19 May 2025 14:11

➡️Q4FY25 RESULT UPDATES

➡️STOCK MARKET LIVE NEWS

➡️ CORPORATE UPDATES

Fundamental Analysis (Long term)

19 May 2025 05:16

DATA PATTERNS: CO AIMS TO MAINTAIN 20–25% REVENUE GROWTH AND EBITDA MARGINS OF 35–40% OVER THE NEXT YEAR, ROBUST ORDER PIPELINE OF RUPEES 20–30B OVER THE NEXT 18–24 MONTHS - INVESTOR PRESENTATION

Fundamental Analysis (Long term)

19 May 2025 05:05

ALLIED BLENDERS Q4 CONCALL HIGHLIGHTS

FY26 GUIDANCE

Double-digit volume growth

15% EBITDA margin target

Launch 3 more premium/luxury brands

Maintain margin discipline, expand exports (7–8% growth)

Fundamental Analysis (Long term)

18 May 2025 05:38

Good morning friends

Fundamental Analysis (Long term)

17 May 2025 03:45

⭐ Q4FY25 QUATERLY RESULT

Fundamental Analysis (Long term)

15 May 2025 08:19

1 | Drones Will Be the First to Strike.

Cheap. Silent. Precise. Swarm-capable.
From surveillance to kamikaze hits - Drones are now the first wave of war.

Zen isn’t just watching this shift.
It’s arming the counterstrike.

Zen isn’t building drones - yet. But it powers them.
Through Vector Technics, Zen owns the engine room of India’s drone ecosystem:
🔹Modular IC engines (2/4/6-cylinder)
🔹Counter-rotary motors (↑30% flight time)
🔹Non-Chinese electronics & power boards
🔹Supplies to 60+ Indian drone firms
🔹Exporting to US, UK, Japan

"We found Vector powering the indigenization of India’s drone ecosystem. We had to own it."
“We’re not a drone company - yet. But we’re getting there.”
– Ashok Atluri

Zen isn’t stopping at propulsion.
It’s laying the foundation for combat-grade drone production.
Not if. Just when.

Fundamental Analysis (Long term)

15 May 2025 06:37

BERGER PAINTS Management Says Will See Sequential Improvement In Revenue Growth, Margin Will Remain Between 16-17% - CNBCTV18

Will See High Single Digit-Double Digit Volume Growth In FY26

Believe Competitive Intensity Is Temporary, Will Maintain Market Share At Current Levels

Lower End Products Facing Higher Competitive Intensity

Looking To Improve Distribution In Urban Centres With Weaker Presence

Fundamental Analysis (Long term)

15 May 2025 05:38

🚨 Semiconductor investments approved by India.

1. Micron Technology - Rs 22,516 crore - Sanand, Gujarat.

2. Tata Electronics & Powerchip - Rs 91,000 crore - Dholera, Gujarat.

3. Tata Electronics - Rs 27,000 crore - Morigaon, Assam.

4. CG Power + Renesas + Stars Microelectronics - Rs 7,600 crore - Sanand, Gujarat.

5. Kaynes Semicon - Rs 3,300 crore - Sanand, Gujarat.

6. HCL + Foxconn JV - Rs 3,706 crore - Jewar, Uttar Pradesh.

As of now, The union cabinet has approved six semiconductor investments.

Fundamental Analysis (Long term)

14 May 2025 12:45

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Fundamental Analysis (Long term)

14 May 2025 09:54

Aurion pro Management says FY26 Margin Will Be Approx 20%, Co Will Step Up Investments - CNBCTV 18

Europe Expected To Contribute 7-8% To Rev In FY26 Vs Earlier Negligible Contribution

PAT Margin Guidance Of 15-16% In FY26 Is Intact

FY26 Investments Seen At 160-165 Cr Vs ₹97-98 Cr YoY

Current Orderbook Is Of More Than ₹1,400 Cr

Most Of The Orderbook Is Executable Over 4-6 Qtrs

Fundamental Analysis (Long term)

21 May 2025 06:36

DIXON TECH Management Says Can see 90-100 bps expansion of margins in the next 2 years - CNBCTV18

TV category under pressure, globally TV industry seeing challenging demand environment

In advance stages in closing partnership for camera modules

Fundamental Analysis (Long term)

21 May 2025 06:26

DIXON TECH MANAGEMENT Says Expect 40-45% Revenue Growth In FY26 With 20-25 bps Margin Expansion

Fundamental Analysis (Long term)

20 May 2025 08:10

New India Assurance Company says

Guidance for FY26
🎯 Double digit growth
🎯 Combined ratio below 110%

❌ Not heard of GOI plans for OFS

Fundamental Analysis (Long term)

20 May 2025 06:05

DATA PATTERN OUTLOOK FOR NEXT 2 TO 3 YR

Fundamental Analysis (Long term)

19 May 2025 15:37

Chalet Hotels: Bold Business model expansion story

- India's premium hospitality play is entering Phase 2 of its growth story and it’s not just about hotels anymore.
- Hotels + Rentals + Real Estate. This isn’t just a re-rating play. It’s a full-stack asset monetisation story.

1️⃣ FY25: From Recovery to Dominance
Chalet didn’t just recover post-COVID - it redefined profitability:
🔹ARR: ₹14,345 (+21% YoY)
🔹RevPAR: ₹10,902 (+21% YoY)
🔹Occupancy: 76% (steady)
🔹EBITDA Margin: 46.3% (⬆️ 254 bps QoQ)
🔹PAT: ₹124 Cr (+50% YoY)
🔍 Translation? Chalet has cracked the code: Premium pricing + Cost control = Margin goldmine.

2️⃣ Phase 2: Asset Expansion in Motion
Chalet isn’t just milking existing assets - it’s going all-in:
🔹Acquired 141 keys at The Westin Resort, Himalayas which has potential to deliver ₹100 Cr topline
🔹Entering Goa’s luxury beachfront market -15 acre land deal underway
🔹Pipeline: Taj Hotel at Delhi Airport (FY27E), Goa Varca (FY28E), Hyatt Airoli
🔹Rental & Annuity business firing:
 • Revenue: ₹619 Cr (▲75% YoY)
 • EBITDA: ₹498 Cr (▲83%) | Margin: 80.4%
🔹Leased area jumped 90% YoY | Office occupancies: 98% (Sahar), 70% (Bengaluru)
🔹Material real estate revenue recognition from H1FY26E
🔍 They’re not chasing volumes - they’re building strategic, moat-driven assets.

3️⃣ Balance Sheet Recharged
🔹QIP raised ₹1,000 Cr in FY25 – ₹900 Cr used to cut debt
🔹Net Debt down to ₹1,990 Cr (from ₹2,500 Cr)
🔹OCF: ₹950 Cr (vs ₹689 Cr in FY24) – strong cash flow flywheel unlocked

Chalet is transforming into a multi-engine compounder:
🔹Premium hospitality (ADR-led)
🔹Stable rental cash flows
🔹Unlocking real estate upside

Fundamental Analysis (Long term)

19 May 2025 06:48

KAYNES TECHNOLOGY: CO EXPECTS REVENUE OF RUPEES 4525 CR IN FY26 VS 2722 CR IN FY25

KAYNES Management Says Expect Revenue Of 4,525 Crore In FY26 ( Growth Of 66 % V 51 % Growth In FY25 (

*50-100 Cr Revenue From PCB, OSAT Each Expected In FY26

Fundamental Analysis (Long term)

19 May 2025 05:07

CLSA on NCC

Good end to FY25 but guidance mixed

FY26 guidance points to a slow pick-up in execution and margins, and this drives the 10%-12% cut in our FY26-27 EPS and our target price, from Rs333 to Rs315

NCC is trading at a PE of 11x (ex-subsidiary value) FY27CL, and with a FY25-27 EPS Cagr of 18.3% it is an inexpensive play on water and smart infrastructure

Fundamental Analysis (Long term)

19 May 2025 04:28

Good morning friends

Fundamental Analysis (Long term)

17 May 2025 06:29

BLS International – Q4FY25 & FY25 Result Analysis

🌟Blockbuster All-Time Highs | Margin Expansion

Q4FY25 (vs YoY)
⬆️ Revenue: ₹692.8 Cr (▲ +55%)
⬆️ EBITDA: ₹174.1 Cr (▲ +93%)
⬆️ PAT: ₹145.2 Cr (▲ +70%)
⬆️ EBITDA Margin: 25.1% (vs 20.2%)
⬆️ PAT Margin: 21.0% (vs 19.1%)

FY25 (vs YoY)
⬆️ Revenue: ₹2,193.3 Cr (▲ +31%)
⬆️ EBITDA: ₹629.3 Cr (▲ +82%)
⬆️ PAT: ₹539.6 Cr (▲ +66%)
⬆️ EPS: ~₹13.1 (vs ~₹7.9)
⬆️ EBITDA Margin: 28.7% (vs 20.6%)
⬆️ PAT Margin: 24.6% (vs 19.4%)
⬆️ ROE: 31.2% (vs 27%)
⬆️ Net Cash Balance: ₹928 Cr
⬆️ Net Worth: ₹1,731 Cr (vs ₹1,208 Cr)

Operational Highlights
Visa & Consular Business:
  🔹Revenue: ₹1,653 Cr (▲ +21%)
  🔹EBITDA: ₹570 Cr (▲ +90%)
  🔹Applications Processed: 3.75 Cr (▲ +31%)
  🔹 Net Rev/App: ₹37.5 (vs ₹28.7)
Digital Services Business:
  🔹Revenue: ₹540 Cr (▲ +71%)
  🔹EBITDA: ₹60 Cr (▲ +32%)
  🔹GTV Processed: ₹87,000 Cr
  🔹Loans Facilitated: ₹12,000 Cr
  🔹Touchpoints: 1.42 Lakh+, CSPs: 44,800+
Acquisitions:
  🔹iDATA (Visa Services - Turkey)
  🔹Citizenship Invest (HNWI Immigration Programs)
  🔹Aadifidelis (Loan Distribution)
  🔹SLW Media (51%) – Sports Media Footprint

⬆️ Consistent ₹100 Cr+ PAT in all 4 quarters – profit engine in top gear

Key Concerns
🔸High Capital Deployment: ₹1,000 Cr+ in acquisitions – returns to be monitored
🔸Margin Compression in Digital: 11.0% (vs 14.3%)
🔸Employee Costs Rising Faster Than Revenue
🔸Goodwill Jump to ₹994 Cr – monitor for potential impairments

🧭 Investors Compass View:
🔹BLS delivered a knockout FY25 – margin spike, visa scale, and digital depth.
🔹Backed by strong cash, global positioning, and expanding G2C capabilities – it's becoming a high-moat compounding story.

Fundamental Analysis (Long term)

15 May 2025 18:34

CDMO exports for April month

Source: B&K

Disc: no recommendation to buy or sell.

Fundamental Analysis (Long term)

15 May 2025 08:18

Future Wars Won’t Start with Soldiers. They’ll Start with Drones.

In the recent Indo-Pak border flare-up, it wasn’t tanks that led the attack.
It wasn’t jets that responded first.
It was Drones.

And what stood between us and destruction?
Anti-drone systems.

Welcome to a new era of warfare One where Zen Technologies is quietly building India’s edge 👇

- A silent compounder is building India’s own Palantir + Anduril.

Fundamental Analysis (Long term)

15 May 2025 05:39

MUTHOOT FINANCE FY26 GUIDANCE

Guidance on growth maintained at 15%

Guidance could see upward revision after Q1

MUTHOOT FINANCE SURPASSED FY25 GUIDANCE

FY25 AUM GROWTH OF 43 % V GUIDANCE OF 40 %
FY25 NIMs AT 11.45 % V 10-11 % GUIDANCE

Fundamental Analysis (Long term)

14 May 2025 16:18

Q4FY25 QUATERLY RESULT

Fundamental Analysis (Long term)

14 May 2025 12:12

Important detailed highlights from the Garware Hi-Tech Films Q4 & FY25 Investor Presentation:

GARWARE HI-TECH FILMS LTD. – Q4 & FY25 INVESTOR PRESENTATION – IMPORTANT DETAILED HIGHLIGHTS

- Record Financial Performance: Revenue crosses ₹2,000 Crores milestone, with record PAT of ₹331 Crores for FY25. Strong quarterly growth in Q4 with revenues up 22.7% YoY, EBITDA up 35.3% YoY, and PAT up 34.6% YoY.

- Strategic Transition & Growth: Transitioned to a value-added product business, with VAP contributing 87% to FY25 revenue. Continuous CAPEX investments driving incremental revenues and expansion into new markets.

- Product Innovation & Differentiation: Emphasis on Paint+ differentiation, with 20+ new products launched in FY25. Highlighting unique offerings through 'Paint as a Service,' architect programs, and talent engagement for painters

- Dominant Market Position: The company has maintained a top 2 position with Brand Reckoning, holding undisputed leadership in industrial paints and gaining market share in the automotive sector.

- Key Strategic Initiatives and Geographic Expansion: Introduction of e-portal for PPF sales in USA, product expansion with “Garware Home Solutions”, a three-pronged approach to digital influence via content expansion, and continued establishment of domestic excellence via GAS and PPF initiatives.

- Capacity and Product expansion underway: The company has allocated an investment of ~INR 118 Cr. for construction of a new TPU extrusion line, and has begun marketing/planning and outreach efforts for PPF, for the coming FY periods.

- Operational Excellence: Streamlining digital operations using new platforms, new procurement solutions, and driving greater agility, flexibility, and overall cost effectiveness throughout internal and external processes.

- Emphasis on ESG and Community support: The company has maintained a high standard of ESG initiatives such as maintaining water positivity, committing to decarbonization, and obtaining high percentile rankings by S&P Dow Jones, FTSE, and CRISIL rating systems.

- Brand Expansion & Awareness: Shifted marketing focus towards digital platforms to boost brand awareness; continued industry engagement by sponsoring shows, and attending key customer-facing events.

- Sustainability Focus: Shift to recyclable PETG, reduction of fuel use, 100% water recycling, and development of green belts.

- Management Outlook: Cautiously optimistic, balancing industry headwinds with confidence in the company’s strategic investments, product innovation, and market position.

- Potential Risks: Exposure to Rupees depreciation, global uncertainties, as well as external exposure to geopolitical risk, regulatory policy, and ongoing, external inflation.

- Overall Summary: Garware Hi-Tech Films is driving growth through strategic initiatives including increased production capacity, product line expansion, operational efficiencies and market driven ESG programs, positioning it for continued success and industry prominence.

Fundamental Analysis (Long term)

14 May 2025 09:53

Aurion Pro Management says Will Stick To The 30% Growth Trajectory In FY26 As Well - CNBCTV 18

Have Never Seen Such A Strong Demand Environment

Deal Pipeline Looks Extremely Strong

FY25 EBITDA Margin At 20.6% Vs Guidance Of 20-22%

FY25 PAT Margin Came Slightly Ahead Of Guidance Of 15-16%