EARNINGS
Good-Marico, GSK Pharma, Capri Global
Inline-Voltas, CONCOR, Godrej Agro
Weak-Thirumalai Chemicals, MTAR Tech, Star Health, Prestige Estate, HCC, Redington
Solar Cell & Module Manufacturing Companies
Shared by Deepak via x
Stovekraft
🤩Stick to FY25 revenue growth guidance of high single digits, Q3FY25 will enjoy festive impact
🎯 Margins will hover around 11%-14% band
https://www.youtube.com/watch?v=_qu4Wz9lKLg
PNB MANAGEMENT Says We have more than 10,000 branches
We have opened 60 lakh accounts in H1
We are focusing on CASA
CASA ratio at 40% is ideal for us
PNB Says Performance Has Been Improving Across Parameters Every Quarter - CNBC-TV18
Sanctioned More Than 9 Lk Cr Of Loans
18,000 Cr Of Recovery Is The Target For The Bank
Retail Unsecured Portfolio Is At 27,000 Cr
Net Interest Margin Guidance For FY25 Is At 2.9%-3%
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.
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AMI ORGANICS Management Says We are experiencing a resurgence in demand for our core molecules, bolstered by ramp up in CDMO contract and strong volume growth within our Specialty Chemicals division.
Based on the current order pipeline, we are raising our revenue growth guidance for FY25 from 25% to 30%.”
Suzlon says
Guidance for FY25
🎯 Deliverables will be approx. 1.3 to 1.5GW as H2 is the strong
🎯 Blended margins will be low teens
🚨 Order book at 5.1GW
https://youtu.be/nQDLQcN5CgE?si=RXcrBshydxpONPx8
126 SME cos. listed on NSE going under Lot size reduction from 1st November 2024.
Which companies are you interested in buying?
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.
