Promoters who are buying from the open market today and past few days
Trishakti Industries ~230 Crs Market cap, continuous buying
Hariom Pipes ~1800 Crs
Tokyo Plast ~121 Crs, continuous buying
Bliss GVS ~1335 Crs
Gensol Engineering ~3113 Crs
Getalong Enterprise ~100 Crs, continuous buying
Ramkrishna Forging ~17000Crs
In their latest video soicfinance and ishmohit1 highlight top 5 themes for Diwali.
I've summarized three of these themes with plays in three tables below 👇
Recent Quarter All Conference call 👇
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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?
#3: Plays in Food and Consumption
Читать полностью…
#1: Plays in Financial Services
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Data center theme connected direct & indirectly stocks list.
#E2E Network ~ Advanced cloud services.
#AhluwaliaContract ~ Data center maintance services
#Anantrajltd ~ Data center infrastructure
#Blackbox ~ Telecom equipment
#Marineelectrical ~ equipment provider.
#Netwebtech ~ End to end support for cloud base & server equipment.
#Railtel ~ Psu company in data center.
#skipper ltd ~ Telecom equipment
#Dlink ltd ~ Telecom equipment
#Hblpower ~ Power back-up
#Exicom ~ Power back-up
Orian power brief notes:
1. 2500cr order book to be completed by nov 25
2. 900mw order pipeline in discussions next 3-4 months to be finalized in. Order pipeline is there in solar for the next 3-4 years
3. 10k cr investments planned over the next 3-4 yrs in the Solar, Green hydrogen and BESS verticals.
4. 1 GW capacity target by fy26e in solar epc
5. 400mw IPP is planned by 2026
#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
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What is your insights on CDMO business?
Dis - Not Buy/sell recommendation, education purpose
More Insights visit 👇
@fundamental3
