BAJAJ AUTO Q3 CONCALL
KTM accounted for 2% of exports in Q3, down from 5% in FY24
EV market share up to 35% in Q3 from 13% year ago
Will outpace industry's EV growth going forward
Density level at pumps impacting adoption of CNG motorcycle
Will target fleet operators, gig workers for CNG motorcycles
Tanfac Industries Ltd:
M Cap: ₹3,132 Cr
Revenue from operations at ₹178 Cr⬆️103% YOY.
Operating Profit margins at 28% YOY.
PAT at ₹35 Cr⬆️245% YOY.
EPS at ₹34.89⬆️245.1% YOY.
Steel Exchange India Ltd:
M Cap: ₹1,317 Cr
Revenue from operations at ₹328 Cr⬆️27.77% YOY.
Operating Profit margins at 12% YOY.
PAT at ₹16 Cr⬆️7,452% YOY.
Associated Alcohols & Breweries Ltd:
M Cap: ₹2,244 Cr
Revenue from operations at ₹327 Cr⬆️71% YOY.
Operating Profit margins at 12% YOY.
PAT at ₹26 Cr⬆️108% YOY.
EPS at ₹13.60⬆️95.68% YOY.
Persistent Systems Ltd:
M Cap: ₹95,535 Cr
Revenue from operations at ₹3,062 Cr⬆️22.58% YOY.
Operating Profit margins at 18% YOY.
PAT at ₹373 Cr⬆️30% YOY.
EPS at ₹24.12⬆️29.74% YOY.
Supriya Lifescience Ltd:
M Cap: ₹5,410 Cr
Revenue from operations at ₹186 Cr⬆️32.54% YOY.
Operating Profit margins at 36% YOY.
PAT at ₹47 Cr⬆️57% YOY.
EPS at ₹5.81⬆️57.2% YOY.
Vimta Labs Ltd:
M Cap: ₹1,873 Cr
Revenue from operations at ₹89 Cr⬆️21.26% YOY.
Operating Profit margins at 37% YOY.
PAT at ₹21 Cr⬆️47.15% YOY.
EPS at ₹9.46⬆️121.5% YOY.
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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Aeroflex Industries Ltd:
M Cap: ₹3,006 Cr
Revenue from operations at ₹97Cr⬆️32.51% YOY.
Operating Profit margins at 22% YOY.
PAT at ₹15 Cr⬆️64% YOY.
EPS at ₹1.15⬆️64.28% YOY.
Sterling & Wilson Renewable Energy Ltd:
M Cap: ₹7,507 Cr
Revenue from operations at ₹1,837 Cr⬆️215% YOY.
Operating Profit margins at 4% YOY.
PAT at ₹17 Cr⬆️124% YOY.
EPS at ₹0.64⬆️ 123% YoY.
V2 Retail Ltd:
M Cap: ₹6,233 Cr
Revenue from operations at ₹591 Cr⬆️58% YOY.
Operating Profit margins at 19% YOY.
PAT at ₹51 Cr⬆️111% YOY.
EPS at ₹14.71⬆️111.3% YOY.
PNGS Gargi Fashion Jewellery Ltd:
M Cap: ₹1,463 Cr
Revenue from operations at ₹36.24 Cr⬆️104% YOY.
Operating Profit margins at 32.01% YOY.
PAT at ₹9.15 Cr⬆️190% YOY.
EPS at ₹8.83⬆️169.2% YOY.
Frog Cellsat Ltd:
M Cap: ₹572 Cr
Revenue from operations at ₹91 Cr⬆️104% YOY.
Operating Profit margins at 24% YOY.
PAT at ₹16 Cr⬆️461% YOY.
EPS at ₹10.10⬆️449% YOY.
Shakti Pumps (India) Ltd:
M Cap: ₹13,039 Cr
Revenue from operations at ₹649 Cr⬆️30.90% YOY.
Operating Profit margins at 24% YOY.
PAT at ₹104 Cr⬆️130% YOY.
EPS at ₹8.66⬆️111.2% YOY.
💰Blockbuster Results: Q3FY25
💰List of 12 Companies Delivering Impressive Q3FY25 Performance
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
