CEINSYS TECH LTD covered at 536 now its 1860
Читать полностью…
TATA POWER 2030 TARGET
PROFIT OF 10,000 CR FROM FY24 4109 CR PROFIT ( 2.5 TIMES GROWTH)
REVENUE OF 1 LKH CR FROM FY24 61,542 CR ( 1.6 TIMES GROWTH)
EBITDA OF 30,000 CR FROM FY24 12,701 CR ( 2.4 TIMES GROWTH )
BEML Management Says See orderbook of ₹20,000 cr by March; will end the the year with ₹17-18k cr orderbook
Читать полностью…
Geographical Revenue Split - FY23:
Export Sales ~83%,
Domestic Sales ~17%
Expansion:
Company is in expansion phase and is increasing capacity by installing 12 handlooms in FY23, thereby enhancing capacity by 25%
Product Profile:
a) Bath Towels
b) Cotton Towels
c) Beach Towels
d) Hotel Towels
e) Luxury Hotel & Spa Bath Towel
f) Printed Towels
Incorporated in 1984, Ashnoor Textiles Mills Ltd manufactures and exports white terry towels
Читать полностью…
Today will share you one Microcap stock study stay tuned
Читать полностью…
ELARA CAPITAL Says Expect 150-160 Cr Of Net Box Revenue On Day 1 Of Pushpa 2
Weekend Collection For Pushpa 2 To Be -₹400-500 Cr
Expect Pushpa 2 To Log ~₹900-1,000 Cr At Domestic BO
Have A Target Price Of 1,950 For PVR Inox
EV/EBITDA Valuations At 10-11x Vs Historical 13-14x
See Potential Upside Over The Near-Term
Hollywood Content Has Been A Major Setback
Transformer is very huge opportunity
TAM Rs 2,30,000 Crore 👀
This is just a beginning 🎯
50x bagger might come from here.
Data center capacity to rise 12x over FY24-30E from 1-1.5 GW
Companies benefiting from data centre -
Lumax Auto Technologies says
On Acquisition of Green fuel Energy Solutions’
👉 FY26 Revenue Guidance at ₹350cr with margins +18%-20%
Overall FY25 Guidance 👉 Revenue +18%-20% with margins around 12%-13%
Company focus is to outgrow industry!
Nuclear Energy Stocks in India 🏭
1.NTPC – builds Nuclear Power Plants
2.BHEL - builds Nuclear Power Plants
3.Hindustan Construction Company (HCC) - builds Nuclear Power Plants
4.MTAR Tech - makes components for Nuclear Reactors
5.Power Mech Projects – makes components for Nuclear Reactors
6.Walchandnagar Industries - makes components for Nuclear Reactors
7. Kirloskar brother: Global leader in manufacturing pumps for nuclear power plants
Gujarat Fluorochemicals (GFL)
- India's 1st plant for LiPF6, PVDF & Fluoropolymers
- ₹5,000 Cr investment at Dahej to boost EV, semiconductor & solar chemical production
- Growing Fluoropolymers, Battery & Renewable sectors
- Targeting 4x EBITDA by FY28
SALZER ELECTRONCIS WE DISCUSS AT 408 NOW ITS 1350 💥🚀
Читать полностью…
BERGER PAINTS Management Says Q4 Will Be Better Than Q3
Volume Growth In Oct-Nov At Around 4-5%
Way Ahead Of Birla Opus On Sales Parameters
Will Look At Akzo Nobel If It's On The Block
Co Adds Capacity In Time For Sale, Not Ahead - CNBCTV18
Company is profitable since very long
Читать полностью…
Revenue Breakup - FY23:
Sale of products ~96%,
Other Operating Revenues ~4%
Production Capacity:
Company has a manufacturing unit in Gurugram with installed capacity of 5400 tons of towels annually
Business Overview:
Company manufactures a full range of white, colored, pool and kitchen towels, catering to medium and large size hotel chains. It also exports terry towels to the US
ASHNOOR TEXTILE MILLS LTD
CMP: 69.2
PE: 7.42
Midhani says
Order Book
👉 Inflows expected at ₹1700cr for FY25
FY25 Guidance
🎯 Revenue +20%
🎯 Margins 20%-25%
Expect WC days to come down!
Aadhar housing says Expect 22%-24% of loan growth
NIM will be stable at 8.75%-8.8%
Rashi peripherals
DSLL
Drink
Bbox
Keep watch
Transmission
Big project win for Adani Energy Solution
Preferred bidder for 25k CR project in HVDC Transmission
This is second big project in HVDC - Earlier, recently Power Grid Won 25k cr project as well.
Good Order inflow Can be expected for EPC/OEMs
Solar Industries says
Defence Revenues
FY25 👉 ₹1500 cr
FY26 👉 ₹2000 cr
FY25 Guidance
🎯 Revenue +20%-25%
🎯 Margins at 25%+
Pinaka order expected in next 1 month 🤩
