REMEMBER THIS👇
-1992: Stock market crashed 53%. (Harshad Mehta Scam)
-2000: Stock market crashed 20%. (Dot-Com Bubble Burst)
-2008: Stock market crashed 60%. (Global Financial Crisis)
-2016: Stock market crashed 6%. (Demonetization)
-2020: Stock market crashed 38%. (COVID-19 Pandemic)
But it recovered to a new all-time high each time.
MORAL- Don't let short-term fear control your long-term decisions.
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.
Deep Industries Q3FY25 Concall Highlights
Guidance:
1. The company is targeting ₹800 crore in revenue by FY26.
2. The company aims to maintain margins in the range of 45-47%
Performance and Growth:
1. The order book has grown to ₹2,701 crore, a 125% increase year-on-year.
2. The company expects to achieve its highest revenue, EBITDA, and net profit in the financial year 2025.
3. They anticipate a growth of more than 30% year-on-year for the next three years.
4. Organically, the company is growing at 18-19% year-on-year.
Production Enhancement Contracts:
1. Deep won an order of 1402 Cr from ONGC for 15 years. Execution will start in the next 7-8 months.
2. The company has been awarded eight oil and gas fields in the Rajahmundry area. The goal is to enhance production in these fields with a revenue-sharing model.
3. The company anticipates that revenue from the production enhancement contracts for FY26 will only cover around 6 months of the fiscal year. The reason is that they expect to take over the field by the end of the current quarter and then begin operations to increase production. Revenue from PEC of more than ₹100 crore is expected from FY27 onwards.
Barge:
1. The completion of the barge is more than 95% done, with a critical piece of equipment awaited from the US.
2. The company expects to see revenue from the barge in the current quarter.
3. They are exploring opportunities for higher rates than initially anticipated due to the dynamic market.
Offshore Services:
1. Through the acquisition of Dolphin, the company is entering the offshore segment focusing on marine services and plans to add tugs, diving support vessels, platform supply vessels, and anchor handling tugs to their fleet.
2. They have already acquired one anchor-handling tug through a JV, which will begin operations by the end of the current quarter.
3. The company plans to add more equipment to the fleet and put them on charter.
4. Margins in this sector are expected to be more than 50%.
Financial Aspects:
1. A QIP of ₹350 crore is planned to support a Capex plan of over ₹500 crore.
2. The funds will be used for capital expenditure and potential acquisitions.
3. Internal approvals and debt will cover the remaining amount.
4. An arbitration award of ₹108 crore was received, with 75% already received and parked under other current liabilities. It has not been accounted for as income because it was challenged in a higher court.
5. The company's debt is under control, and they are essentially net debt-free with good potential for raising debt as needed.
6. Receivables from Dolphin are expected to be received in the current quarter.
Barge:
1. The barge is a dynamically positioned (DP) barge, which is rare and commands higher rates.
2. Charter rates for barges of similar size are in the range of $50,000 to $60,000 per day for all-inclusive rates and around $30,000 per day net of OPEX.
3. The company is primarily looking to deploy the barge in international waters.
4. Approximately ₹115 crore has been spent on the barge's refurbishment.
Other Key Points:
1. The company is exploring opportunities in production enhancement contracts, starter hiring of entire gas processing facilities, and integrated project management services.
2. They are focused on bidding for opportunities that provide clarity over a period of 10-15 years.
3. The company has a bidding pipeline of ₹700-750 crore, with an expected success rate of around 50%. Expected to convert in next 7-8 months.
4. They are open to both long-term and short-term contracts for their services, based on the time and opportunity available.
5. They are also evaluating opportunities in shale and coal mine exploration. They believe they can do this kind of drilling.
6. The company is looking at potential acquisition opportunities, but specific details are not yet available.
#DEEPINDUSTRIES #DeepIndustries
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
