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AEROFLEX INDUSTRIES
FY25 Targets
- Revenue growth band at 20-25%
- Profit growth expected at 25%
- Margin expansion of 100 Bps
Bellows Plant
Phase 1: 80 Cr revenue potential with 25-30% margins
https://youtu.be/TkJLS1rXnRE?si=zcbNtwesgpoXV5LJ
Capri Global Says
Credit cost will remain steady at 1%
MSME advances will see 10-12% growth this year, 20% next year
Bank financing the sector is getting difficult
AUM growth will be 32%-35% in FY25
AUM will be at Rs27000cr by FY27
Protean eGov Technologies says
H1 growth was impacted by events like elections
Margins will hold around 14-15% in H2FY25
Looking at many new opportunities & verticals
Aeroflex mngmt Says Working Capital Cycle Has Stretched In Last 6 Months
Profit Growth Expected At 25%, Rev Growth In 20-25% Range In FY25
Targetting 25% Growth For FY25
Kaynes Tech Says H2 Margin Will Be Better, EBITDA Margin Guidance Is Of 15%+ For FY25
Maintain Revenue Guidance Of More Than ₹3,000 Cr For FY25
Smart Meters Will Contribute About 10-15% To Total Revenue In FY25
There Were Delays In Order Due To Election, Ordering Activity Will Pick Up In H2
Semiconductor Unit Should Get Approval By Q1FY26, Rev Will Start Coming In By Q4FY26
Semiconductor Biz Has Revenue Potential Of ₹4,000 Cr By 2030
📌 Canara Bank says
✔️ FY25 Credit growth will around +11%, Gold growth at +15%
✔️ Don’t see any threat to slippages from SMA 1 & SMA 2 accounts
✔️ Unsecured book is very small, slippages are very low here
REDINGTON Management Says India and UAE have been growing strongly
✔️ Cloud biz continue to grow at 54%
✔️ Expect current growth momentum to sustain in H2
✔️Margin declined because of product mix
✔️ Oversupply in some growth markets dented margins as well
✔️ Continue to maintain gross margin at 4%+
📌 CONCOR Maintain FY25 EXIM Volume Guidance Of 15% & 25% For Domestic
✔️Next 2 Qtrs Should Help Achieve The Guidance For Volume
✔️Realisations Have Been Good During The Quarter
✔️Confident Of Maintaining The Current EBITDA Level
✔️Land Licence Issue With Railways Is Resolved
✔️ Holding On To FY25 Guidance For Volume
69 SME cos. listed on BSE going under Lot size reduction.
Which companies are you interested in buying?
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%
#Q2FY25
Cumulative PAT growth for PSU banks (based on the results reported) is 11% QoQ and 27% YoY, while PAT growth for Private Banks lag at -1% QoQ (de-growth) and 11% YoY.
PDS Ltd says
We should do revenue growth of 20% vs 10% guided earlier
As investments yield more results, we will do PAT margins of 4-5%
We have an orderbook which is 20% better than expected
Somany Ceramics Says Revised Guidance Lower From Double-digit Revenue Growth To 6-8% In FY25
Somany Ceramics management Says Sanitary Segment Has 7 Done Better Than Tiles
Will Get To 9.5-10% EBITDA Margin This Year
Don't See Gas Prices Going Up Going Forward
Capacity Utilisation Should Range Around Mid-80% In H2FY25
H1 Surprised Negatively, October Has Started Well
BOLA THA JAYBEEEEEEEEEEEEEEEEEEEEE
Читать полностью…
Maharashtra Seamless says
EBITDA/tn Guidance
Seamless/tn at Rs.15k/tn
ERW range Rs.4k to Rs.9k/tn
Rig business clocking EBITDA of Rs.45-55cr on an annual basis, could sell it at sometime.
IRB Infra mngmt Says Q2 Impacted Due To Monsoon
See Higher Growth In Road Projects
Long Term Visibility Is There For Road Developers
Target Is To Get 10% Of Public-private Partnership Projects
Govt Has Planned To Construct Close To 2 Lk Kms Of Roads
BOT Projects Of ₹38,000 Cr Are Lined Up, 4 TOT Projects Lined Up
➡️17 Companies that reported Outstanding Growth in Sales and Profit for Q2FY25
QoQ Sales Growth > 30%
YoY Sales Growth > 30%
QoQ Profit > 30%
YoY Profit > 30%
1) Avantel Ltd
🔹M Cap : ₹4,082 Cr
🔹CMP : ₹168
🔹P/E : 66.2
🔹QoQ Sales Growth : 49.56%
🔹YoY Sales Growth : 42.53%
🔹QoQ Profit : 191.71%
🔹YoY Profit : 41.05%
2) Summit Securities Ltd:
🔹M Cap : ₹2,864 Cr
🔹CMP : ₹2,627
🔹P/E : 25.2
🔹QoQ Sales Growth : 411.90%
🔹YoY Sales Growth : 100.19%
🔹QoQ Profit : 2456.12%
🔹YoY Profit : 96.11%
3) Arvind SmartSpaces Ltd:
🔹M Cap : ₹3,865 Cr
🔹CMP : ₹848
🔹P/E : 56.4
🔹QoQ Sales Growth : 256.63%
🔹YoY Sales Growth : 265.46%
🔹QoQ Profit : 822.08%
🔹YoY Profit : 370.95%
4) Timex Group India Ltd:
🔹M Cap : ₹1,572 Cr
🔹CMP : ₹156
🔹P/E : 60.8
🔹QoQ Sales Growth : 60.19%
🔹YoY Sales Growth : 37.77%
🔹QoQ Profit : 632.92%
🔹YoY Profit : 61.91%
5) Moschip Technologies Ltd:
🔹M Cap : ₹4,461 Cr
🔹CMP : ₹235
🔹P/E : 266
🔹QoQ Sales Growth : 56.35%
🔹YoY Sales Growth : 74.85%
🔹QoQ Profit : 144.47%
🔹YoY Profit : 168.04%
6) Servotech Power Systems Ltd:
🔹M Cap : ₹3,936 Cr
🔹CMP : ₹177
🔹P/E : 193
🔹QoQ Sales Growth : 87.00%
🔹YoY Sales Growth : 171.66%
🔹QoQ Profit : 140.08%
🔹YoY Profit : 278.07%
7) EFC (I) Ltd:
🔹M Cap : ₹ 2,540 Cr
🔹CMP : ₹510
🔹P/E : 28.7
🔹QoQ Sales Growth : 63.10%
🔹YoY Sales Growth : 70.25%
🔹QoQ Profit : 131.83%
🔹YoY Profit : 248.55%
8) Essen Speciality Films Ltd:
🔹M Cap : ₹1,257 Cr
🔹CMP : ₹607
🔹P/E : 87.5
🔹QoQ Sales Growth : 34.04%
🔹YoY Sales Growth : 36.21%
🔹QoQ Profit : 131.22%
🔹YoY Profit : 33.33%
9) Network People Services Technologies Ltd:
🔹M Cap : ₹5,573 Cr
🔹CMP : ₹2,875
🔹P/E : 111
🔹QoQ Sales Growth : 67.23%
🔹YoY Sales Growth : 140.44%
🔹QoQ Profit : 103.93%
🔹YoY Profit : 202.71%
10) Manorama Industries Ltd:
🔹M Cap : ₹5,466 Cr
🔹CMP : ₹917
🔹P/E : 90.8
🔹QoQ Sales Growth : 46.48%
🔹YoY Sales Growth : 65.99%
🔹QoQ Profit : 97.27%
🔹YoY Profit : 210.22%
11) Apollo Micro Systems Ltd:
🔹M Cap : ₹ 3,047 Cr
🔹CMP : ₹99.4
🔹P/E : 63.8
🔹QoQ Sales Growth : 76.22%
🔹YoY Sales Growth : 84.39%
🔹QoQ Profit : 84.32%
🔹YoY Profit : 139.73%
12) National Standard (India) Ltd:
🔹M Cap : ₹9,000 Cr
🔹CMP : ₹4,500
🔹P/E : 543
🔹QoQ Sales Growth : 12566.67%
🔹YoY Sales Growth : 630.77%
🔹QoQ Profit : 81.82%
🔹YoY Profit : 71.43%
13) Dolphin Offshore Enterprises (India) Ltd:
🔹M Cap : ₹2,205 Cr
🔹CMP : ₹551
🔹P/E : 101
🔹QoQ Sales Growth : 100.60%
🔹YoY Sales Growth : 716.10%
🔹QoQ Profit : 71.13%
🔹YoY Profit : 266.01%
14) Vintage Coffee & Beverages Ltd:
🔹M Cap : ₹1,540 Cr
🔹CMP : ₹125
🔹P/E : 77.2
🔹QoQ Sales Growth : 63.87%
🔹YoY Sales Growth : 137.82%
🔹QoQ Profit : 65.05%
🔹YoY Profit : 214.23%
15) Meghmani Organics Ltd:
🔹M Cap : ₹2,488 Cr
🔹CMP : ₹97.8
🔹P/E : -ve
🔹QoQ Sales Growth : 31.41%
🔹YoY Sales Growth : 43.61%
🔹QoQ Profit : 44.69%
🔹YoY Profit : 39.57%
16) The Anup Engineering Ltd:
🔹M Cap : ₹5,733 Cr
🔹CMP : ₹2,866
🔹P/E : 48.0
🔹QoQ Sales Growth : 30.21%
🔹YoY Sales Growth : 34.34%
🔹QoQ Profit : 35.53%
🔹YoY Profit : 48.76%
17) Lloyds Engineering Works Ltd:
🔹M Cap : ₹8,169 Cr
🔹CMP : ₹71.4
🔹P/E : 84.0
🔹QoQ Sales Growth : 56.66%
🔹YoY Sales Growth : 74.21%
🔹QoQ Profit : 31.72%
🔹YoY Profit : 48.75%
Credit Raghav Wadhwa twitter
📌 V-Mart Retail says
✔️ Q3FY25 started strong but slight slowdown due to seasonal factors
✔️ Guides for high teens revenue growth in FY25
📌 PRESTIGE ESTATES Chairman says Almost 50,000 cr of inventory will come from Prestige which will help us to achieve our target - ETNOW
✔️ The peak of real estate or the best is yet to come 114091263 45
✔️ More high ticket products will lead to reduction of buyers
✔️ Should focus on mid-income groups; see strong demand in that segment
✔️ QIP funds were used to repay around 1,500-1,600 cr of debt; rest of funds is used for business development
CAMS TO ETNOWlive
FY26 revenue, PAT to grow as mid to higher teens due to high base
MF Central to be completed in 40-45 days
Mid to late thirties asset growth in MF expected in H2FY25 (Was 40% earlier)
Indian CDMO Theme (Small/Mid Caps):-
What is CDMO business?
A CDMO, or Contract Development and Manufacturing Organization, is a business model within the pharmaceutical, biotech, and medical device industries that provides comprehensive services for the development and manufacturing of products
Piramal Pharma -
The company operates out of 15 CDMO sites with major presence in North America (4), Europe(2) and India (9).
It is amongst the Top 3 CDMO players in India and the 13th largest globally.
The company has ~500 CDMO customers as of FY24.
Suven Pharma-
68% revenue comprises fees for technical services provided by the Company to global pharmaceutical companies. It also includes royalty from its exclusive marketing licence for its Malathion lotion (a formulated product) to Taro Pharmaceuticals for the North American markets.
Gland Pharma -
Gland Pharma is primarily a contract manufacturer of injectables, with B2B segment generating ~95% of revenues. 4.5% of the revenue is spent on R & D.
Laurus Labs -
LL offer integrated CMO and CDMO services to Global Innovators from Clinical phase drug development to commercial manufacturing.
Neuland -
49% revenue from Contract Manufacturing Services
---------------------------------------------------
What is your insights on CDMO business?
Dis - Not Buy/sell recommendation, education purpose
More Insights visit 👇
@fundamental3
Short term trading , positional trading
And learning priceaction join now @wealthcreator7
Stock SIP, long term investment don't miss to join @stocksip
Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
@fundamental3
US STOCK Chart study for more detail visit
@Us_stock3
Order Book, capex and stock information in detail @stockinfo33
Stock market statics and information @stockinfo3
All IPO Updates Live @ipoinfo3
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?
