Public Capex - Railways - State - Telangana Sanctions Rs 24,269 Crore for Metro..
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Earnings Post Market (Till 10 PM, 6th Nov)
1) Tata Steel (Above Estimate)
2) Apollo Host (Good, Above Est)
3) Chambal Fert (Good)
4) Endurance Tech (Good)
5) Rain Ind (Good)
6) Avalon Tech (Good)
7) Blue Star (QoQ Weak, YoY Good)
8) Gujarat Gas (QoQ Weak, YoY Good)
9) Sonata Software (YoY Weak, QoQ Flat)
10) Pricol (YoY Good, QoQ Flat)
11) Delta Corp (YoY Weak, QoQ Better)
12) Power Grid (Flat)
13) Gulf Oil (Flat)
14) JK Lakshmi Cem (Weak)
15) Kansas Nerolac (Weak)
16) JSPL (Weak)
17) Wardwizard Mobility (Weak)
SHYAM METALICS OCT BIZ UPDATE
Pellet Avg Realisation Down 6% YoY & Up 10% MoM At ₹8,503/t
Stainless Steel Sales Volumes Up 21% YoY & Down 20% MoM At 6,533 tonne
Pellet Sales Volumes Down 31% YoY & Down 31% MoM At 63,377 tonne
JK TYRE Management Says Have been able to pass on 50% of the RM price hikes, took another price hike earlier
May increase prices once more if RM prices continue to increase
Looking to get back to the margin range of 13- 15% on a full year basis
H2FY25 will definitely be better than H1FY25
Expect high single-digit growth for replacement market at this point
Most likely Cummins India listed entity growth wont be impacted by downgrade of global entity
Cummins lowers guidance for India business from 8% to 1% owing to reduction in its industry truck demand guidance from 0-5% to -5 to +5%
As per GS, this business is not served by listed Cummins India
The power generation segment in India grew 49% yoy attributed to pre-buying of gensets as well as data center demand
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
APL Apollo Tubes says
Guidance for FY25 Volumes at 3.2-3.3mt
H2FY25 EBITDA/tn ₹4k-5k/tn
Promoter entity will not reduce stake
Priority is to be debt free, then can think about a buyback
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 👇
/channel/nilfaldu
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
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
LAKSHAY POWER SME
Cmp 336
Lot size 800
Stock available an Attractive Valuations
Strong management to deliver decent growth. O&M, EPC & Data Centre
FY25E Rev 190 Cr EPS 20(PAT Margin can b 11%)
FY26 E Rev 240 Cr EPS 28(PAT Margin can be 12%)
FY27E Rev 320 Cr EPS 39(PAT Margin can be 13%)
Deserves 20 PE at least
WONDERLA HOLIDAY
Expect flat to mild decline in overall footfalls in FY25
Bhubaneshwar Footfalls seen at 3.5 lk this year
Could see about 2-3% improvement in Non Ticket Revenue contribution
Welspun Ent
Targets 17000-20000 Cr orderbook by end of the year
Maintains 4000 Cr revenue guidance for the year
Expect another 3000-4000 Cr worth orders from DoT
In L1 at 1850 Cr worth orders
GAIL In Focus
Double Upgrade By Jefferies
Buy from Underperform; Hike TP to Rs 240 from Rs 190
Upgrade to Buy after Correction
New pipelines are driving market share gains
See this continuing as more pipelines are commissioned by mid-CY25
Trading profitability should continue on muted Henry Hub price, given elevated US gas inventories.
Expect 9% Ebitda CAGR over FY24-27
20% correction from recent peak makes risk reward favourable
EARNINGS
GOOD-PB FINTECH, CCL PRODUCTS, MAX HEALTHCARE
INLINE-DRL, MANNAPURAM FINANCE,
WEAK-TITAN, BERGER PAINTS, JK TYRES, GAIL, OIL INDIA, RAYMOND LIFESTYLE, CHEMPLAST SANMAR
JK Paper Mngmt Says There Is A Pressure On Profitability Due To High Inflated Raw Material Costs
Have Not Seen Such High Raw Material Costs In The Last 7-8 Years
Demand Was A Major Issue
Cheaper Imports Have Started Coming To India And Are Impacting Market Sentiment
FY25 Volume Growth Seen Higher Than FY24 By 6-7%
JK PAPER Management Says High Wood Cost Hit Q2 Margins
Wood Supply Shortage Set To Continue For 3 Qtrs
Cheaper Imports Impacted Overall Pricing
Tilaknagar Industries says
Guidance for FY25
🥃 Revenues at ₹1300cr with margins of 15.5% ex of incentives
🥃 When quizzed on their interest in Imperial Blue, mgm clarifies they will look at prudent inorganic growth
#3: Plays in Food and Consumption
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#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
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