MAN INFRA Q3 HIGHLIGHTS
Achieved 2608 crores in sales for Q3FY25
Sales for 9mFY25 soared to 1509 crores vs. #353 crores in 9mFY24, marking MICL's highest sales ever in history
Achieved 2304 crores Collections in Q3FY25
Cumulative collections for 9mFY25 stand at 2974 crore, compared to 2821 crore in 9mFY24
Achieved sale volume of 1.4 lakh sq. ft. in Q3FY25
Sales in 9mFY25 grew to 4.6 Lakh sq. ft. compared to 1.4 lakh sq. ft. in 9mfy25
Successfully delivered luxury residential project 'Aaradhya Evoq' at Juhu in Q2'25 within 2,5 years of its launch
Secured OC in Q2-25 for Tower F (Residential) and 'Gateway (Commercial) of Atmosphere 02 Project at Mulund West
Equitas Small Finance Bank says
👉 Expect non-MFI segment to grow, MFI to degrow
👉 NIMs will settle 7% & will bottom in 2 quarters
Godrej Agrovet Says Expect Margins To Be In Mid-Teens In FY26
Profitability To Inch Up Substantially In FY25
FY25 Revenues Will 1% Higher In FY25 Vs FY24
Expect Revenue & Profit Growth In Q4
Prudent Use Of Fertiser Should Be Promoted
Overuse Of Fertiliser Causing Soil Degradation - ETNOW
Indian Hotel Ceo Says Higher Funds For Promotion India To The World Would've Brought More Foreign Tourists
Tourism & Hospitality Will Benefit From The UDAN Scheme - CNBCTV18
List of consumption oriented industries..
1. Real Estate
2. Liquor, cigarettes,
3. Household items, personal products
4. Travel services, tourism, amusement parks
5. Hotels
6. Footware, watches, bags, fashion retail
7. Packaging for FMCG sector
8. QSR restaurants, food delivery companies.
9. Beverages, packaged snacks, Biscuits
10. Jewellary
11. Airline services
12. Home appliances, Home furnishing
13. Entertainment, movies
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Olectra Greentech Q3FY25 Concall Notes
In the near term, the company expects EBITDA margins to continue at around 15-15.5%.While over the longer term, margins are expected to be around 12%.
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
Mahindra Lifespace Says Will Achieve The Set Guidance ₹2,500 Cr Pre-sales
There Are Some Approval Delays In Bengaluru And We Are Working On It
See Healthy Demand In Q4 As There Are Large Launches In The Quarter - CNBCTV18
Greenlam Ind Says Growth Should Revert To 18-20% FY26 Onwards - CNBCTV18
Читать полностью…
WHY ARE CHEMICAL STOCKS BUZZING IN TRADE?
PI INDUSTRIES, UPL, SRF, NAVIN FLUORINE BUZZING IN TRADE
Chemical co could continue to benefit now with additional 10% tariffs on Chinese (+VE FOR PI, UPL)
Refrigerant gas prices in the US market might increase further 7-10% on account of strong demand and complete curb on Chinese imports (+VE SRF+NAVIN)
Agrochemicals-US & India bright spots -domestic B2C companies and US export oriented companies to have good business this year (+VE FOR UPL)
Q3 NUMBERS-STRONG-SRF, NAVIN FLUORINE, UPL
Investec on UPL-Upgrade to Buy from Sell-Hike TP to Rs 700 from Rs 450
KEY TRIGGERS FOR CHEMICALS SEGMENT IN Q4?
RM pricing trends remain stable
Domestic demand improving
US export oriented companies in agrochem & oil & gas chemicals expected to improve
Benefit of China +1
An insightful session by soicfinance and ishmohit1 on 'Union Budget 2025- Impact on Markets'.
Lots of takeaways on Macroeconomic Trends, Consumption Drivers and Sectoral Budget Impact.
Noted prepared by Saksham on Twitter
📢 Capital Expenditure (CapEx) Highlights in Budget 2025-26
The Government’s focus on infrastructure and development is reflected in the increased CapEx allocation.
📊 CapEx Allocation & Key Initiatives
📌 Total Capital Expenditure Allocation: ₹11.1 Lakh Crore
📈 Increased investment in infrastructure, highways, and urban development.
🔧 Aims to boost job creation and long-term economic growth.
📌 ₹1.5 Lakh Crore Interest-Free Loans to States for CapEx
States get funds for infra projects but must implement reforms.
Encourages states to invest in power, transport, and digital infra.
📌 Asset Monetization Plan 2025-30 (₹10 Lakh Crore)
Government will lease assets to private firms to reinvest in new projects.
Railways, highways, and airports to be monetized to fund fresh infra development.
📌 Urban Challenge Fund (₹1 Lakh Crore) for Smart Cities & Urban Development
Focus on city redevelopment, water & sanitation, and transport infra.
25% of project cost to be covered by the fund, while 50% will come from bonds, banks, and PPPs.
📌 Jal Jeevan Mission Extended Until 2028
15 crore households already connected with potable water.
Budget allocated to ensure 100% tap water coverage in rural India.
📌 Warehousing & Air Cargo Infrastructure Boost
Govt to develop high-value perishable cargo warehousing.
Improved customs processing and air cargo facilities.
📌 Public-Private Partnership (PPP) Push in Infrastructure
All infrastructure ministries must release a 3-year pipeline of PPP projects.
States can seek support from the India Infrastructure Project Development Fund (IIPDF) for project preparation.
📌 National Manufacturing Mission
A framework to support MSMEs & large industries in boosting domestic manufacturing.
Integration with supply chains & policy incentives for local production.
📊 Sector-Wise Breakdown of CapEx Impact
🚧 Roads & Highways
Significant investment in expanding highway connectivity & expressways.
Increased rural road development under PMGSY (Pradhan Mantri Gram Sadak Yojana).
🏗 Real Estate & Urban Infrastructure
₹1 Lakh Crore Urban Challenge Fund for redevelopment.
Govt will back 25% of project costs, with private sector expected to invest 50%.
Push for affordable housing and smart cities.
🔋 Energy & Power Infrastructure
Investments in power distribution and renewable energy.
Incentives for states to reform power distribution policies.
Nuclear Energy Mission & EV battery manufacturing incentives.
🚆 Railways & Metro Expansion
Railway electrification and new high-speed corridors.
Metro rail expansion in tier-2 cities.
📡 Digital & Telecom Infra
Expansion of 5G and rural broadband infrastructure.
Public-private partnerships to expand fiber optic networks.
--End
Budget 2025-26
🏆 Winning Sectors
✔️ Consumer – Tax cuts = More spending
✔️ Infrastructure – Mega infra push
✔️ Renewable Energy – Green energy boost
✔️ Pharma & Healthcare – More medical infrastructure
✔️ PSU Banks – Higher MSME credit flow
🚨 Sectors to Watch Out For
❌ Bond Markets & NBFCs – High fiscal deficit may keep bond yields up
❌ Luxury Real Estate – Budget focus on mid-income housing, not premium
📢 Expectations from Budget 2025 📢
With the Union Budget 2025 around the corner, here’s a quick glance at the key sectors, their allocations (from Budget 2024), and stocks to watch:
💡 Sector-Wise Budget Allocations (2024):
🔹 Defence: ₹6.2 lakh cr (12.9%)
🔹 Railways: ₹2.62 lakh cr (5.44%)
🔹 Road Infra: ₹2.72 lakh cr (5.65%)
🔹 Housing: ₹2.66 lakh cr (5.52%)
🔹 Renewables: ₹19,100 cr (0.4%)
🔹 Water & Sanitation: ₹77,390 cr (1.61%)
💰 Key Stocks in Each Sector:
🚀 Defence: HAL, BEL, Mazagon Dock, Cochin Shipyard, Zen Tech
🚆 Railways: IRFC, RVNL, IRCTC, Jupiter Wagons, Titagarh Rail
🛣 Road Infra: L&T, IRB Infra, NBCC, KEC Intl, Kalpataru Projects
🏡 Housing: LIC Housing, PNB Housing, Aadhar Hsg, Aptus Value, AAVAS
🌿 Renewables: NTPC Green, Waaree Energies, ACME Solar, KPI Green
💧 Water & Sanitation: Va Tech Wabag, ION Exchange, WPIL
📊 Valuation Insights:
📌 The P/E ratios of Defence, Railways, Infra, Renewables & Water sectors are higher than Nifty’s avg. (20.8) – signaling possible overvaluation.
📌 Housing stocks have a P/E of 17.13, closer to Nifty’s avg., making them relatively reasonably valued.
⚠️ Disclaimer: The data is for educational purposes and not investment advice.
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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 👍
