WELSPUN LIVING CUTS GUIDANCE
FY25 Margin Guidance At 14% Vs 15% Earlier
ECLERX Management Says Unable To Predict Revenue Growth For FY26; But Early Indications Are Positive
Focus Was On Large Deals & Cross Selling
Deal Pipeline Up 20% QoQ & Up 40% YoY - CNBCTV18
DABUR Says Hoping the worse will be behind us in the next one year
E-comm and Q-comm have given a lot of opportunity
Overall inflation is inching up and is expected to be higher
Exercising some caution going ahead due to inflation
Looking To Step Up The Price Hike Structure
DABUR Says Will Only See Improvement From Here
Home & Personal Care Saw Volume Growth Of 6%
Badshah Business Has Shown 15% Volume Growth In Q3
Jindal Stainless Says
Volume Guidance
🎯 FY25 +9%
🎯 FY26 in double digits
🎯Consol EBITDA/tn around Rs.20000/tn
Debt will peak out at Rs.5500cr 👍
Brigade Enterprises says
🏠 Inventory levels at comfy levels & lower than averages
💰 No concern on cash flow situation
🏩 Expect hospitality IPO to happen in coming months
All Quarterly result update must join this 👇(Not mine channel )
@companyupdate
Conference call update for all company ( mine channel )
@nilfaldu
Both channel gave you better data at one place join and check if it good stay else leave
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
CONCOR - GUIDANCE
Have seen double digit volume growth in Jan for Domestic markets, expect similar growth in Q4
Increase capex by 40% vs earlier as demand uptick seen
Dedicated Freight Corridor will boost volume growth
L&T Q3
FY25 topline guidance maintained at 15%
Core optg margin at 7.6%, Below the full year guidance of 8.2%
Core margin guidance for FY25 seen at 8.2%
DABUR Says Will Only See Improvement From Here
Urban Market Has Bottomed Out
AARTI DRUGS Says FY25 Revenue May Be A Bit Lower Than That Of FY24
Might Fall Short Of Reaching Last Year's Revenue
Margin Going Forward Is Seen In The Range Of 13-14%
AARTI DRUGS Says Will Have A Healthy Volume Growth In FY26
Targetting Mid-teens Revenue Growth In FY26
New Plants Will Aid Volume Growth In FY26
Blue Star says
🤩 Sounds positive on their business prospects, as they expect to touch 15% market share
🤔 Says they are focusing on cooling / heating business, clarfying that they are not interested in Whirlpool!
MARUTI Q3 CONCALL
Demand trends remain subdued
Lower-end vehicles continue to underperform
9MFY25 retail growth at 3.5%, may continue in Q4
FY25 industry growth guidance was 3-4% earlier
Rural retail growth at 15% vs 2.5% in urban
Suzlon says
👍 Execution in Q4 will improve sequetially while margins will be stable
👍 Order book at 5.5GW, executable within 2 years
🤔 Analysts project FY26 PAT Rs.2000-2500cr, this will depend on execution & policy decisions
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
