CITY UNION BANK Management Says Will have some part when deposit growth lags and vice versa- ETNOW
Do not think loan growth will be restricted by deposit growth
City Union Bank likely to maintain growth 2% higher than system growth rate
Do not expect significant impact due to monsoon disruption in Tamil Nadu
Have seen bigger catastrophic events in the past
CITY UNION Says Bank's focus had been on creation of 1985 businesses
Do not anticipate to enter into MFI or other unsecured sectors
Have started retail secured loans like LAP
Bank's CASA has been at 25-30%
Cost of deposits will always be in tune of interest rate cycle
There could be quarterly aberrations
Ratnamami Metal Management Says Revenue Guidance For FY25 Is ₹5,000-5,500 Cr & Margin In Range Of 16-18%
Revenue For FY26 Is Expected At ₹6,000-6,500 Cr - CNBCTV18
Genset Industry
- Strong demand across real estate, healthcare, data centers, and infrastructure.
- CPCB IV norms driving 30-40% higher realisations and margins.
- Export market ($4B) and data centers boosting high-margin growth.
Out of total labour force of 55 cr, only 11 cr+ are present in formal workforce. We recommended incentivising formal job creation".
-Lohit Bhatia, Quess Corp
ASHISH JAKHANWALA SAMHI HOTELS
• Growth Is Imminent For The Hotel Industry
• Don't Think Supply Will Catch Up To Demand In The Industry For A Couple Of Years
• There Is Reasonable Headroom For Margin Growth
• Expect 40%+ Margin In The Next Couple Of Qtrs
• Q3FY25 Continues To See Double-digit Growth For Older Hotels
THE ORDER BOOK OF THESE 8 STOCKS IS MORE THAN THEIR MCAP & SALES✅
1. ITDCEM🔥
🔸MCap : 8808 Cr
🔸Order Book : 18500 Cr
2. PNCINFRA🔥
🔸MCap : 8422 Cr
🔸Order Book : 20400 Cr
3. JKIL🔥
🔸MCap : 5769 Cr
🔸Order Book : 14400 Cr
4. IRCON🔥
🔸MCap : 21261 Cr
🔸Order Book : 26000 Cr
5. CAPACITE🔥
🔸MCap - 3638 Cr
🔸Order Book - 10233 Cr
6. NCC 🔥
🔸MCap : ₹ 19005 Cr
🔸Order Book : ₹ 57536 Cr
7. SKIPPER 🔥
🔸MCap : ₹ 6392 Cr
🔸Order Book : ₹ 6074 Cr
8. NBCC 🔥
🔸MCap : ₹ 26808 Cr
🔸Order Book : ₹ 55300 Cr
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DixonTechnologies aims for 40% annual topline growth over next four years.
Читать полностью…
We are growing more than 30% in India, lab grown diamonds will drive growth going forward. Margin for co has increased to 72% from 66%
Tehmasp Printer, IGI to CNBC-TV18
NivaBupa Looks To Grow At 26-28% In FY25 (8-10% Higher Than Ind)
Looks To Collect >Rs 7,000 Cr In Gross Prem (FY25) & Rs 10,000 Cr In Next 2 Years
EXERPTS FM AN EXCL CONVERSATION WITH KRISHNAN RAMACHANDRAN, MD & CEO, NIVA BUPA HEALTH INSURANCE
DMCC Concall Notes - Nov 2024
Financial Performance:
Q2 FY25 top line reported at ₹103 crores, with an EBITDA margin of approximately 15%.
Profit before tax of ₹8.5 crores and profit after tax of ₹5.8 crores, indicating significant improvement compared to previous quarters and the same quarter of the previous financial year.
Growth attributed to increased volumes and improvements in the Boron business, while export sales have slowed down due to the European market downturn.
Boron Business:
Significant growth in the Boron segment due to debottlenecking efforts, which increased available products for sale.
Management is optimistic about developing downstream Boron products to reduce dependency on commodity sales.
Anticipate annualized revenue from Boron business to reach between ₹100 to ₹125 crores.
Challenges:
Export business, particularly in the agrochemical sector, has faced significant declines. The slowdown in Europe is impacting sales, with no clear recovery timeline.
The management expressed concerns about the European chemical industry's future, citing high energy costs, low investment appetite, and strict environmental regulations.
Capacity and Investments:
No significant new capital expenditures planned; current capacity is deemed sufficient for existing and anticipated demand.
Monthly debt repayment of approximately ₹2 crores; current cash flow allows for this, with potential for increased repayments if cash flow improves.
New Product Development:
Continued investment in process development for new products, though these have yet to significantly impact the bottom line.
Focus on launching two significant new products for the domestic market, with one targeting automotive applications.
Market Dynamics:
Domestic demand for chemicals is recovering across various sectors, including pigments, fertilizers, paints, and polymers.
Bulk chemicals are operating at over 90% capacity utilization, while specialty chemicals range from 50% to 85% utilization.
Future Outlook:
Management refrains from making definitive forecasts but expresses cautious optimism based on recent improvements in domestic performance and pricing.
Plans to monitor market conditions closely before making any significant investment decisions.
Geographical Revenue Split - FY23:
Exports ~33%,
Domestic ~67%
Overseas Subsidiary:
In FY23, company's Subsidiary name was changed from Borax Morarji (Europe) GmbH to DMCC (Europe) GmbH. DMCC (Europe) GmbH is a 100% wholly owned subsidiary Company in Germany
Clientele:
Alkyl Amines, Apcotex, BASF, Deepak Fertilizers, Deepak Nitrite, Ipca, Sanofi, Pidilite, Dr. Reddy's, Unichem, etc.
Product Application:
Detergents, Dyes, Fertilizers, Agro-chemicals, Detergents, Dyes, Thermal Power Stations, Detergents, Ceramic & Tiles Industries, Steel Industries, Electroplating, etc.
KAYNES TECH Management Says Commercial Production For Semiconductor Unit Will Start By Q4 Next Year
High Density PC Board & Fabrication Projects Which Will Benefit From Component PLI
OSAT & PC Board Fabrication Will Be In Focus For The Co
Just Being An Assembler Won't Be Sufficient To Meet Growth Targets
KAYNES TECH Management Says Commercial Production For Semiconductor Unit Will Start By Q4 Next Year
High Density PC Board & Fabrication Projects Which Will Benefit From Component PLI
OSAT & PC Board Fabrication Will Be In Focus For The Co
Just Being An Assembler Won't Be Sufficient To Meet Growth Targets - CNBCTV18
INOX GREEN , INOX WIND : Inox Group Says On Track To Quadruple Revenues Vs Last Year
Look To Leverage Strength In Renewable Biz Using Our Strength In Wind Biz
Inox Wind Does Not Depend On Any Subsidy
Current Order Book Is At 3.5 GW, Sold Out For The Next 2 Years - CNBCTV18
Cholamandalam Investment & Finance says
🎯AUM growth will be in 25-28% range in FY25
🤔 Adds that CV segment may not see large growth which was expected earlier
👉 Expect some decline in asset quality in H2FY25
RAMPRAVEEN SWAMINATHAN
MAHINDRA LOGISTICS
Expect a stronger second half
Have seen some stability and recovery in margins
We are back on the growth trajectory; the next two years will be better than the last two years
Share of customer wallet is increasing
Mahindra Group contributes to roughly half of the revenue
Expect overall business to grow at an early to mid-teens rate
Live company Quaterly result
Management commentary
Conference call
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Top 50 emerging global sectors with their respective growth rates and trends for 2024.
1. Artificial Intelligence (AI) - Expected CAGR of 37.3% from 2023 to 2030.
2. Cybersecurity - Forecasted growth of 12.3% annually.
3. Cloud Computing - CAGR of 16.3% through 2030.
4. Healthcare IT - Projected CAGR of 15.8% through 2027.
5. Renewable Energy - Wind energy (9% CAGR) and solar (20% CAGR).
6. Electric Vehicles (EVs) - Growth at 17.6% annually.
7. Biotechnology - 15% CAGR in drug development.
8. Blockchain and Cryptocurrency - 14.6% CAGR.
9. eCommerce - 14% CAGR globally.
10. SaaS (Software as a Service) - Growth of 18.5%.
11. FinTech - Growth projected at 20% annually.
12. Green Hydrogen - 14% annual growth.
13. 5G Telecommunications - Growth at 43.9% annually.
14. Smart Cities - CAGR of 24%.
15. EdTech (Education Technology) - Growth at 16% CAGR.
16. Robotics - 20.3% CAGR.
17. Quantum Computing - CAGR above 30%.
18. Food Tech - 10.7% annual growth.
19. Mental Health Apps - CAGR of 17%.
20. Digital Healthcare - 13.5% CAGR.
21. Semiconductors - Growth at 12.4% annually.
22. Space Technology - Growth of 8.5% CAGR.
23. AI Hardware - 44% CAGR by 2026.
24. Energy Storage (Batteries) - Growth at 16.8% CAGR.
25. Luxury Goods - Growth of 6.9%.
26. AgriTech - 11.3% CAGR.
27. Smart Home Devices - 23% CAGR.
28. Waste Management - Growth of 8.9% CAGR.
29. Augmented Reality (AR) - 24% CAGR.
30. Virtual Reality (VR) - 20.6% CAGR.
31. Digital Payment Solutions - CAGR of 16.7%.
32. Carbon Capture Technologies - 13.8% CAGR.
33. Online Gaming - 12% annual growth.
34. Subscription-Based Services - Growth of 15.2% CAGR.
35. OTT Streaming - Growth at 11.6% CAGR.
36. Drones (UAVs) - 16% CAGR.
37. Telemedicine - 19.3% CAGR.
38. Digital Advertising - 10.5% annual growth.
39. Digital Marketing Platforms - Growth of 11%.
40. Medical Devices - CAGR of 12.2%.
41. Bioinformatics - 14% CAGR.
42. eSports - 15% CAGR.
43. Virtual Assistants - Growth at 26% CAGR.
44. Electric Aviation - CAGR of 11%.
45. 3D Printing - 20% CAGR.
46. Digital Twins - 38.1% CAGR.
47. Predictive Analytics - Growth at 15.4% annually.
48. Wearables - 17% CAGR.
49. Synthetic Biology - 22% CAGR.
50. AI-driven Customer Support - 18.5% CAGR.
🔥Transmission line and Substation Opportunity 💡
🗼Towers Supply
1. Skipper Limited
2. Techno Fab Engineering Limited
3. Kalpataru Power Transmission (Small Cap)
4. Salasar Techno Engineering
5. Shyam Century Ferrous
🔌Conductors
1. Sterlite Technologies
2. Apar Industries
3. R R Kabel
4. Diamond Power Infrastructure
5. Gupta Power Infrastructure
⚡️Insulators
1. Oriental Insulators and Ceramics
2. Aditya Birla Insulators
3. Modern Insulators
4. Bharat Heavy Electricals (BHEL)
5. Saravana Global Energy
⚡️Transformers
1. Shilchar Technologies
2. IMP Powers
3. Voltamp Transformers
4. Power Transformers Limited
5. Surya Roshni Limited
⚡️Reactors
1. GE T&D India
2. Voltamp Transformers
3. Shilchar Technologies
4. ABB Power Products & Systems
5. Transformers & Rectifiers India
⚡️Control Room Solutions
1. Havells India
2. KEI Industries
3. Genus Power Infrastructure
4. Nelco Limited
5. Apar Industries
⚡️Switchyard Solutions
1. Techno Electric & Engineering
2. ABB India
3. KPTL (Kalpataru)
4. GE T&D India
5. Voltamp Transformers
⚡️Erection & Commissioning
1. KPTL (Kalpataru Power Transmission)
2. Patel Engineering
3. RVNL (Rail Vikas Nigam Limited)
4. Salasar Techno Engineering
5. Power Mech Projects
⚡️Civil Construction in Power Sector
1. NCC Limited
2. PNC Infratech
3. Ahluwalia Contracts
4. JMC Projects
5. Ashoka Buildcon
These companies are involved in manufacturing and supplying equipment, providing services, and constructing infrastructure for the power industry.
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Pharma Sales Performance: Nov 2024
Top Performers (YoY Growth):
Natco Pharma: 90.8% YoY increase; API segment grew 84% YoY.
Divi's Labs: Strong performance with 38.2% YoY growth, driven by API & formulation sales.
Dr. Reddy's: Notable 15.1% YoY growth, led by Formulations (+11.6% MoM).
Decliners (YoY):
👉🏻Laurus Labs: Faced a steep -31.1% YoY dip; Formulations down -63.1% YoY.
Aurobindo Pharma: Reported a decline of -8.7% YoY, primarily due to API performance.
Month-on-Month Trends:
👉🏻Glenmark Life Sciences: MoM growth 22.3%, API demand on the rise.
Suven Pharma: Impressive 152.8% MoM growth in API + Formulations.
IPCA Labs: -11.4% QoQ, with API declining -17.7% MoM.
Strong Recovery in niche APIs & formulations for export markets.
Natco Pharma & Divi's Labs lead growth trends, while Laurus Labs & Aurobindo Pharma face challenges.
BEML Management Says Believe Q3 & Q4 To Be Much Better In Terms Of Order Inflow Compares To Q1 & Q2
Current Orderbook Stands At 16,000 Cr
Expect More Orders Worth ₹4,000-5,000 Cr Across Co's 3 Business Segments
Expect To End The Year With ₹17,000-18,000 Cr Order Book
Bullet Train Development Being Done In India For The First Time
Expect To Roll Out First Bullet Train By December 2026
Revenue Contribution From Mining To Be At ~55% In FY25
Railways & Defence Will Contribute 65% Of Revenue In Coming 3 Years - NDTV PROFIT
MAHINDRA; Management Says Expect 20-30% Of SUV Portfolio To Be Electric By 2027
Expect 20-30% Of SUV Portfolio To Be Electric By 2027
Plan To Apply For India EV Incentives Soon - BLOOMBERG
Revenue Breakup - FY23:
Sale of Chemical Products ~99%,
Other Operating Revenue ~1%
Export Countries:
USA, Mexico, Italy, Japan, Australia, UAE, Turkey, Spain, France, Germany, Belgium, United Kingdom, China, Peru, Colombia, Netherlands
Manufacturing Facilities:
Company has 2 production facilities in Roha, with an installed capacity of ~300 MT /day of Sulphuric Acid, and in Dahej,with 50% of total area available for further expansion after completing of upcoming capex
Product Portfolio:
a) Bulk Chemicals:
Sulphuric Acid, Sulphuric Anhydride, Oleum, Chloro Sulphonic Acid
b) Speciality Chemicals:
Benzene Sulfonic Acid, Phenol Sulfonic Acid, Sodium Benzene Sulfonate, Sodium Phenol Sulfonate, Menthyl Lactate, Methane Sulfonic Anhydride, Diphenyl Disulfide, Diethyl Sulfate, Diphenyl Sulfone, Sodium Vinyl Sulfonate, 4.4 Dihydroxy Diphenyl Sulfone, Methyl p-Toluene Sulfonate, Para Chloro Thiophenol, Isethionic Acid Sodium Salt
c) Boron Chemistry:
Boric Acid, Borax Pentahydrate, Borax Decahydrate, Trimethyl Borate, Zinc Borate
