MOBIKWIK Management Says Distribution Of Insurance, Credit Products, Savings Products Will Be Key For Growth
Payment Biz Makes 20% Contribution Margin
Co Became Profitable In FY24
Proliferation Of Payments Business Is Key
Globally, Payments Is A Low Margin Business
KRN Heat Exchanger
It is a fast-growing player in the HVAC&R industry. In just 7 years, it has established itself as a strong player, specializing in commercial heat exchangers.
1. Promoter’s Unique Journey
Founder Mr. Santosh rose from the shop floor to launch his own company, leveraging hands-on expertise to drive innovation and growth.
This deep industry knowledge is a core strength for KRN.
2. What Makes KRN Unique?
Heat exchangers are critical components of HVAC systems, contributing 10–12% of their value.
Industry growth drivers:
- PLI schemes boosting industrial capex
- Rising demand for data centers, metros, and railways
3. High Barriers to Entry
KRN stands out in a quality-sensitive market with:
- Marquee clients like Daikin, Schneider, and Vertiv
- Proven reliability and trust among customers
- Compliance with stringent quality standards
4. Impressive Growth Story
- Bootstrapped until IPO by a first-gen promoter
- Exports contribute 15% of sales, with significant growth potential
- Diversified portfolio + plans to expand into new industries
5. Mega Expansion in Progress
KRN is investing ₹350 Cr in a 6x capacity expansion via a greenfield facility.
Expected benefits starting FY26:
- Higher margins
- Better return ratios
- Broader market reach
6. Financials & Future Potential
- Forecasted EBITDA CAGR of 55–60% (FY24–27)
- Exports identified as a major long-term growth driver
- Positioned to capitalize on a booming 20% CAGR HVAC market
7. Growth Drivers
i. Rapid HVAC growth: Industrial capex, railways, and data centers are fueling demand.
ii. Export focus: Global opportunities provide revenue diversification.
iii. Mega capacity expansion: Ready to enter new industries and scale further.
Valuation little expensive one can study once, no buy sell suggestion
8. Risks to Consider
i. Capacity Delays: Any delay in the new facility’s ramp-up could hinder growth.
ii. Market Slowdown: Weak HVAC&R demand would impact earnings.
iii. Quality Sensitivity: Stringent standards mean zero tolerance for errors.
iv. Raw Material Volatility: Copper & aluminum prices may affect margins.
9. KRN Heat Exchanger is a niche leader with:
- High entry barriers
- Strong client base
- Huge export potential
Its ₹350 Cr capacity expansion promises margin improvement and significant growth starting FY26.
Credit Saksham via twitter
Symphony Says
December will see largest ever pre-sales number; will flow into march qtr
Expect Q3 to be subdued
Expect strong collections in Q4
CLEAN SCIENCES
Commencement Of Commercial Production Of Butylated Hydroxy Toluene (BHT) By Clean Fino-Chem Limited, Wholly Owned Subsidiary Of The Company
Commercialization of BHT, an anti-oxidant, will enable the Company to acquire a key position in anti- oxidant supply chain with existing product basket of Butylated Hydroxy Anisole (BHA), Tertiary Butyl Hydroquinone (TBHQ) and Ascorbyl Palmitate (AP).
The Company will be manufacturing BHT on campaign basis in existing facility thereby leveraging existing fixed asset base.
@Companyupdate
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
Must join this telegram channel for
fundamental study
👇
/channel/+Rn8RmYm0XMZTagXs
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
Logistics Sector
Part 1: The ones delivering more than just cargo 💰💰
1) SJ Logistics
- 120% Sales Growth🔥🔥
- IATA License also ✅
- Management says growth momentum will continue going ahead
2) Tiger Logistics:
- 180% Sales growth🔥🔥
- Target of 100% sales growth for next 3 years 🔥🔥🔥
3) Zeal Global:
- GSSA business model
- Passenger volumes up by 3x🔥🔥
- Onboarded South African Airlines (A 3x potential in cargo volumes🔥)
New and Improved Weekly Research Ideas #1
Look into the following stocks very few people are talking about but are very interesting-
All of this again, leveraging The Wrap by
itsTarH
Kaynes Tech
👉 Explains their focus on PC boards
👉 Sticks to revenue guidance of Rs.3000 cr in FY25
👉 Smart meter revenues will scale to Rs.1000cr by FY26
Senco Gold says
🪙 QIP Funds will be used for opening new stores, index to open 18-20 stores
🪙 Will invest max Rs.40-50 Cr in Non-Jewellery Business
🪙 Annual PAT expected at Rs.220-250cr by FY'27
BIRLA CORP Says Expect FY26 to be better than FY25 for cement sector - ETNOW
Cement prices have risen by Rs 7-10/bg
Cement prices in infra led markets like Gujarat, Bihar has been higher
Seeing pickup in cement demand after harvest, festivities
Prices have risen, but continue to remain cautious on pricing outlook
Lower capex, lower state govt spending on infra impacted cement demand
Seeing rationale pricing coming back led by higher infra spending
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
All at one place don't miss to join 👇
/channel/Companyupdate
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.
More Such interesting Busines info Join 👇
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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
