Inox Wind Says Have Upgraded Margin Guidance From 15% To 17%, Upside Risks Exist
Expect More EPC Orders In H2
Plain Vanilla Bids At `3/Unit, Hybrid & FDRE Bids Are At Higher Prices
Sticking To 1,200 MW Execution For FY26
Strong-Federal Bank, Paradeep Phospates, Bharti Hexacom, Kalpataru Projects International, Ajanta Pharma, JSW Infra, Skipper
Inline-Airtel, Arvind Fashion
Mixed-IGL, Quess Corp, Adani Power, Nocil
Weak-Tata Tech, MH Seamless, Railtel
Finolex Industries gives guidance for FY25
🎯 Volume growth at 10%-12%
EBIT/Kg Guidance
🎯 PVC Pipes around Rs.11-12/kg
🎯 PVC Resin Rs.8-10/kg
Companies That Have Posted Very Good Quarterly Results with Increases in Both Sales & Profit on a QoQ and YoY Basis (List :2)
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TEXMACO RAIL MNGMT SAYS
Expect Revenue Growth To Be 2x GDP Growth In FY25
Expect 15-20% Improvement In Margin From Current Level
Have Sorted The Supply Chain Issues -CNBCTV18
JSW Steel Says In Oct 2024 Steel Prices Have Increased By ₹1,000-2,000
Coking Coal Cost Will Be Lower By $20-25/tonne in Q3
Chinese Imports & Weaker Sentiment Impacted Domestic Prices In Q2FY25
Not Looking At Raising Funds Via The Equity Route -CNBCTV18
Since Demand Is Strong, Have Realigned Our Sales Mix Towards Domestic Market
Coated Division Performance Will Improve In H2FY25 -CNBCTV18
OUTLOOK :
TARGETING 30% VOLUME CAGR FOR NEXT 3 YR
📌SECTOR GROWTH🚀:
▪️The India Power & Distribution Transformer Market size was valued at around USD 3.97 billion in 2023 and is projected to reach around USD 8.41 billion by 2030 with CAGR of 10.84%.🔥
▪️The India High Voltage Power Transformer Market is projected to grow from USD 792.36 million in 2023 to an estimated USD 1,583.93 million by 2032, with a CAGR of 8.00%✅.
▪️The power generation industry in India will require a total investment of Rs. 33 lakh crore (US$ 400 billion🚀) by 2032 to meet the rising energy demands, as per the National Electricity Plan 2022-32.
▪️As per the National Infrastructure Pipeline 2019-2025, energy sector projects accounted for the highest share (24%) out of the total expected capital expenditure of US$ 1.4 trillion (Rs. 111 lakh crore🚀).
▪️100% FDI✅ allowed in the power sector has boosted FDI inflow in this sector.
Market size:
Market: 3 -3.5 lakh tonnes
Market share: 3%.
Margin Expansion and Exports:
Currently making cores upto 220 kV Class , expanded capacity will have cores for 400 and 765 KV class, which is higher margin segment due to lower competition.
Exports
It is 14-15% of total revenue and is a higher margin segment.
Manufacturing facilities:
2 manufacturing facility located at Noida and Greater Noida.
Total capacity: 11000 MT.
Currently 84% capacity is utilised.
Geographical Revenue Bifurcation
Northern India - 45%
Western India - 26.5%
Southern India - 24.5%
Eastern India - 4%
Capacity Utilisation
It also has an in-house laboratory for testing raw materials and finished products. The company has utilized 84% of its installed capacity.
Business Profile
The company manufactures a variety of products, including
electrical laminations,
slotted coils, and
assembled cores made from cold rolled grain-oriented silicon steel and cold rolled non-grain oriented steel.
These products are used in transformers, UPS, and inverters, primarily for the power industry.
Mahindra Lifespaces says
Q2 was impacted by seasonal factors and heavy rains
Have a good line up of launches in H2Fy25 which gives strong visibility
Electrical Cables & Wires Manufacturing Companies
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Companies That Have Posted Very Good Quarterly Results, with Increases in Both Sales & Profit on a QoQ and YoY Basis (List :1)🔥🔥🔥
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SME Companies That Have Posted Very Good Half Yearly Results. 🔥🔥🔥
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Syrma says
FY25 Guidance
Revenue +40%-50% with margins at 7%
Q2FY25 Revenues includes PLI amount of Rs.12cr-15 cr
Order Book at Rs.4800cr
The transmission network is set to expand from 485000 ckt km in 2024 to 648000 ckt km by 2032 , with transformation capacity increasing from 1251 GVA to 2342 GVA . Additionally , nine new HVDC lines ( 33.25 GW ) will supplement the existing 33.5 GW .
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Disclaimer: Above stock information is not buy sell suggestion , sharing only for learnign purpose
Disclosure: I am not holding Above stock
good number posted by company recently
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CRGO steel core accounts for 25-30%✅ of the transformer's total cost depending on the size of the transformer.
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Track record:
Revenue rose to 303 cr in FY 24 from 141 cr in FY 22, indicating sales 46% CAGR over 2 years.
Pat 19.3 Cr from 5.71 Cr in 2 years.
However, No sales growth in sep 24 as compared to sep 23.
But, profits up by 40% due to margin expansion.
New capacity commissioned in Oct-24.
Capacity Expansion:
Facility in greater Noida has expanded and Commercial production will start in Oct-24 and management anticipates to reach full utilisation by FY 26.
Capacity addition: 60-70% i.e. 6000-7000 MT more than the existing capacity.
Clientelle
Jay Bee Laminations' customer base includes manufacturers producing transformers ranging from 11 kV to 220 kV, including power and distribution transformers.
Revenue Bifurcation
1. Cut Laminations: 75.40%
2. CRGO Assembled Cores: 17.45%
3. Slit Coils: 4.61%
4. Mother Coils: 0.46%
5. E&I Stampings: 0.10%
6. Others: 1.98%
Manufacturing Facilities
Their production facilities, spanning a total area of 10,878 square meters, are equipped with proprietary equipment for cutting, slitting, assembling, and testing CRGO and CRNGO electrical steel cores.
Jay Bee Laminations Ltd, established in 1988, specializes in supplying Cold Rolled Grain Oriented (CRGO) Silicon Steel Cores and Cold Rolled Non-Grain Oriented (CRNGO) Steel Cores
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