HYUNDAI MOTOR Q3 HIGHLIGHTS
Co. To explore alternative eco-friendly powertrains
Three more EVs planned in due time
Creta Electric is our first localised electric car manufactured at the Chennai facility
We believe Creta Electric will open a new stream of revenue and mobility for Hyundai India
Hyundai Creta contributed a third of Hyundai India's volumes in 2024
APAR IND Q3
Management Says "We delivered strong revenue growth this quarter, driven by innovation and customer focus.
Domestic growth remains steady with infrastructure capex support, while export headwinds are easing.
Margins dipped due to Chinese competition and lower export demand, but softening freight costs offer relief.
With a strong energy infrastructure presence, we remain committed to long-term value creation for stakeholders."
IOC Q3 CONCALL
Focused On Investing In Alternative Energy Sources
Working To Promote Green Hydrogen Ecosystem In The Country
Investing ₹72,000 Cr To Enhance Refining Capacity To Meet Demand
Converting Retail Pumps To Energy Stations To Meet FV Needs
Aim To Develop 31 GW Green Energy Capacity By 2030
CANARA BANK Management Says Will Easily Surpass Growth Rate Of 10%
Interested In Retail Term Deposits
Have 8% Excess Statutory Liquidity Ratio In Balance Sheet
Garnering Deposits At A High Cost Is A Concern
If Liquidity Improves, Garnering Deposits Is Not A Constraint - CNBCTV18
EPIGRAL Q3
Co. says Epigral's revenue grew 37% in 9MFY25, driven by a 15% sales volume increase in derivatives and high-value products. Derivatives contributed 54% to revenue, up from 44% in 9MFY24.
Growth was fueled by recent projects, with additional contributions expected in FY2026 from the Chlorotoluenes Value Chain.
Capacity expansion in CPVC Resin and Epichlorohydrin is projected to boost volumes from FY2027.
EPIGRAL Q3 HIGHLIGHTS
Sales volume grew 11% YoY, it majorly comes from Derivatives & Specialty business
Capacity utilization stood at 81% in Q3FY25
Realization for Caustic Soda improved in the quarter and for other products it has remained almost same
Revenue stood at 649 Crore, growth of 37% YoY on account volume growth from Derivative products
Revenue contribution from Derivatives & Specialty business increased to 50% in Q3FY25 vs 47% in Q3FY24
EBITDA grew by 49% to 183 Crore vs123 Crore in Q3FY24AC
Satyanarayana Chava of Laurus Labs on CNBC-TV18 discusses the company’s 40% revenue share from the ARV business, commitment to reaching a 20% EBITDA margin in FY25, and strong orders in the CDMO sector.
He also mentions that he doesn’t anticipate any impact from the ARV business in 2025, with most of the business coming from US customers
What are the options data suggesting?
🔸 Active #Put writing at 23,000 across multiple expiries (Jan 30, Feb 6, Feb 27) signals strong support around this level.
Which sectors are contributing to current volatility?
🔸 Index heavyweights are under aggressive short positions.
🔸But sectors like #technology and select #banking stocks, with lower leverage, could outperform during this phase.
What are the key levels to monitor?
🟢Above 23,450: Short-covering could target 23,800-24,200.
🔴Below 23,000: Weakness could extend further into the settlement week.
FIIs' heavy short positions in index futures are raising eyebrows. Could short covering ahead of the Budget drive Nifty to 24,200? Let’s decode! 🧵👇
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GOLDMAN SACS Says Hopeful Of A Recovery Starting From H2
Don't Believe This Is A Broad-based Slowdown
Rural Economy Seems To Be Recovering - CNBCTV18
COFORGE Says Next Yr Will See Sustained Robust Growth Given The Pipeline, Large Deals & Signed Orderbook
Non-Cigniti Segment Was Up 9.4% QoQ In Q3 & Cigniti Was Up 3.5% - CNBCTV18
COFORGE Says Upcoming Year's Promises To Be Solid - CNBCTV18
COFORGE SURGES NEARLY 10 % ON STRONG COMMENTARY
LAXMI ORGANIC Q3 HIGHLIGHTS
CEO Says We achieved double-digit growth in Volumes, Revenue, and EBITDA in Q3 & 9MFY25, despite challenging operating conditions and geopolitical changes.
This growth is driven by operational efficiency, capacity expansion, and a customer-focused approach, helping us gain market share.
At our Fluoro-intermediates site, we are shifting focus to generate revenue from Q4FY25 and expand our Specialties intermediate product offerings
Cyient DLM says
Q3FY25 was impacted by a couple of one offs ☹️
FY26 Guidance
👉 Revenue +30%
👉 Double digit margins
Margin should normalise in Q4 to the guided range for FY25, increased export by 20% in wires & cables segment: Anil Gupta, KEI Industries says
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ONWARD TECH Q3
NET PROFIT AT 6 CR V 3.5 CR QOQ
REVENUE AT 123 CR V 123 CR QOQ
EBIT AT 8 CR V 4.6 CR QOQ
MARGINS AT 6.4 % V 3.9 % QOQ
ONWARD TECH Q3
FY25 REVENUE GUIDANCE OF 490 - 510 CR V 9 MONTH REVENUE OF 364 CR
FY25 EBITDA MARGINS GUIDANCE OF 9-11 % V 9 MONTH EBITDA MARGINS AT 8.5 %
ONWARD TECH FUTURE GROWTH PLAN
Strong foundation and leadership driving strategic growth.
Focused on serving USA and European companies.
Engaging 75+ customers to double/triple growth via specialized teams.
Revenue goal: 10 customers at $10M or 20 at $5M annually.
Investing in SMEs for Mechanical, Embedded, and Digital expertise.
DIXON SAYS FY25 revenue will be close to ₹40,000 cr - CNBCTV18
Mobile capacity should increase to 45 m next fiscal
Smartphone is a low-margin business
Margin should be around 4% in FY26
Margin post FY26, should be higher than 4%
Focussing on display fab business, it is a high-margin business
CIPLA Q3 : Co. Says US business in Q3 flattish due to lanreotide supply issue
Q3 growth uniform across business segments
Trade Business Is Back On Track
Pepfar Is Not A Big Component Of The Business For The Co
Don't See An Impact Of Pepfar Funding In Margin
Supply Challenges Will Ease From Q1FY26 For Lanreotide
Q4 India Growth Will Be In The Similar Range As Q3
To Exceed The EBITDA Margin Guidance Of 24.5-25.5% For FY25
Kaynes says
Q3FY25 impacted by Rs.100cr order which was not executed!
Revenue Guidance
🎯 FY25 at Rs.2800cr vs Rs.3000cr earlier
🎯 FY26 at Rs.4500cr
Planned QIP to fund inorganic growth & tap into new geographies
DLF Says We have surpassed our annual guidance, will get into Q4 with our revised plan - CNBCTV18
Mumbai project is expected to be launched by the end of the quarter, expect it to have a sales potential of ₹1,000 cr
Gurugram is looking at a 20-year infra plan
Price will be a byproduct when you give strong social and hard infrastructure
GENSOL ENG ; Gensol EV Announces 30,000 Pre-orders for EZIO and EZIBOT at Bharat Mobility Expo 2025
Receives phenomenal reviews from fleet operators, industry leaders and enthusiastic visitors for Revolutionary Urban EVs at the Expo
"We’re excited by 30,000 pre-orders for EZIO and EZIBOT, reflecting market trust.
Production starts soon in Pune, with launches in Bangalore and Delhi to drive India’s green mobility shift,"
#CreditAccess FY26 Guidance 📢
*RoA Seen At 4.2-4.5% Vs 2-2.3% (YoY)
*RoE Seen At 9.2-10%
*AUM Growth Seen At 18-20% Vs 7-8% (YoY)
*Credit Cost Seen At 3-3.5% Vs 6.7-6.9% (YoY)
*Net Interest Margin Seen At 12.8-13%
Any observations from recent F&O trends?
🔸Since October, #BFSI and #Auto stocks saw notable short additions and price declines.
🔸Unwinding these positions may act as a catalyst for market recovery.
What’s next?
🔸Risk-reward dynamics favor cautious optimism. Will Nifty rebound ahead of #Budget, or will volatility persist? Comment your thoughts below! 🟢🔴
What’s driving market concerns right now?
🔸#FIIs sold ₹60k crore in secondary markets this January, continuing their 2024 streak.
🔸In index futures, net shorts hit 3.5 lakh contracts—the highest in 3 months, last seen during the June
2/8 What’s the historical significance of such extremely short positions?
🔸Historically, extreme F&O shorts are often followed by sharp short-covering rallies.
🔸But for this to happen now, #Nifty must hold the 22,900-23,000 zone during the settlement week.
How critical is the upcoming January expiry and Union Budget?
🔸 With #expiry + #budget events lined up, short-covering likelihood increases. Despite heavy selling over 10 sessions, Nifty has sustained 23,000—a key psychological level.
PARAS DEFENCE Says 12,000 Cr Investment Will Be Spent Over 10 Years In Maharashtra
Funding Could Be Via Various Routes Capital Investment And FDI - CNBCTV18
GRAVITA INDIA Management Says Gravita has performed extremely well in 9MFY25 and is progressing strongly to achieve its VISION 2028 of expanding capacities in existing and new verticals, having volume CAGR and profitability growth of 25%+ & 35%+ resp., ROIC 25%+, value added products 50%+ and non-lead business 30%+.
Proportion of Value- added products and availability of domestic scrap continues to increase.
Gravita is well-positioned for growth due to its strategic focus on ambitious capex and capacity expansion, global operations, and an integrated supply chain.
GRAVITA INDIA CAPEX PLAN
Rs. 600+ Cr Capex planned by FY 2027
5,00,000+ MTPA Capacity planned by FY 2027 from Fy24 3,02,000 Capacity
LAXMI ORGANIC ; Incremental Capex Investment Plan of Rs 1100 Cr
On Consolidated basis the company plans to achieve RoCE: 20%, Revenue: ~2x and EBITDA: ~2.7x by FY 28
Double the Revenues by FY28 (Essential: ~2x Revenue and Specialties: ~2x Revenue)
Triple the EBITDA by FY28 (Essential: ~3x EBITDA and Specialties: ~2.5x EBITDA)
POLYCAB Says Will Surpass FY26 Topline Guidance Of ₹20,000 Cr In FY25
Wires & Cables Biz Will See 1.5x Growth, FMEG 1.5-2x Growth Over Next 5 Yrs
Wires & Cables EBITDA Margin Seen At 11-13%, FMEG 8-10% Over Next 5 Yrs
Export Contribution Will Be More Than 10% Over Next 5 Yrs
KEI Industries
1️⃣ Cables & Wires volumes +17% in Q3FY25, will be around these levels in FY26
2️⃣ Q3 EHV demand impacted due to delayed clearance but improving in Q4
3️⃣ Margins expected to improve 50 bps qoq in Q4FY25
#KRNheat exchangers subsidiary KRN HVAC got selected in the PLI Scheme for white goods 141.72Cr ( for heat exchangers for ACs)
For it's ongoing 342Cr Capex.
Additionally they signed MOU with rajasthan govt for total 1000cr investment.
This is core product needed for ACs
From Brands like Daikin, bluestar, Voltas, havels
& Ac contract manufacturer like Dixon, Amber,PGIL, Epack,VOPEL.
All are doing massive Capex.
KRN Is the only large heat exchangers maker in India 🇮🇳
ACs demand is expected to sky rockets
RAM RATNA WIRES ; Ram Ratna Wires Ltd. bags approval under Production Linked Incentive (PLI) Scheme for White Goods (Air Conditioners)
Ram Ratna Wires Ltd. has committed ₹253 crore under the PLI scheme to manufacture Copper Tubes and Aluminum Stock for heat exchangers.
This initiative supports the 'Make in India' and 'Aatmanirbhar Bharat' missions, boosting India's integration into the global supply chain.
The PLI scheme offers incentives of 6%-4% on incremental sales over five years, aiming to increase domestic value addition from 15-20% to 75-80%.
L&T FINANCE Says Pace of MFI & joint liability group disbursals will impact AUM growth
Credit cost will remain elevated in Q4FY25
Expect asset quality to deteriorate further in Q4FY25
Macro prudential provisions usage will be ₹300- 350 Cr
