ADANI WILMAR: Management Says Plan to get back into about 10% sales volume growth model in FY26
Awaiting close of shareholder voting, new name post-Adani exit will be AWL Agri Business
By next six months, quick commerce will overtake e-commerce for co
Quick commerce in foods growing at over 100%; in oil, it is growing at over 40% - INFORMIST
POWERGRID Q3 CONCALL
FY26 capex likely ₹28,000-30,000 cr; likely at 35,000 cr for FY27
Face challenges in finishing transmission projects within 2 yrs - Informist
Metropolis Health CONCALL
🚩Accelerated lab expansion will end in FY25
🚩FY26 onwards, will focus on accelerated collection centre & improving margin
🚩Have taken market specific pricing, net price hiked by 2%
🚩Core diagnostics is in a final stage of merger & to be completed in 4-6 weeks
🚩Looking at inorganic opportunities with high RoCE & high Margin
METROPOLIS Q3 CONCALL; Maintain revenue guidance of 13% & 25%+ margin in Q4FY25
Acute patient volume will rebound in Q4
VMART Says Margin Of Unlimited At Par With V-Mart Now
Performance Of Co Is Led By Revival In Demand & Co's Own Internal Strategies
See Strong Revival In Tier 2 & 3
Target 12% EBITDA Margin - CNBCTV18
VMART Says Target Double-digit Same-Store-Sales-Growth - CNBCTV18
VMART Says Competition From Shein Won't Impact Co , Budget Announcements Will Stimulate Consumption
Market will grow at CAGR of 15%, we’ll grow 8-10% faster. Our expense ratio has improved; we are on track to meet glide path.
Lowering of GST with input tax credit will be beneficial for the consumer, says Krishnan Ramachandran, NivaBupa
MOBIKWIK Q3 ; MobiKwik reports total income of INR 9,140 Mn for nine months of FY25, surpassing full-year FY24 income
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NEOGEN CHEMICALS Says FY26 Base Biz Growth See At ₹950-1,000 Cr, Battery Plant To Add 200-500 Cr - CNBCTV18
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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
POWERGRID CUTS CAPEX GUIDANCE 👎
FY27 Capex Guidance Indicated At ₹35,000 Cr Vs Earlier Guidance Of ₹40,000 Cr
Titan says
Jewellery Biz
🪙 Target 20% revenue growth rate annualy
🪙 Margins around 11%
💎 Indicates Lab Grown Diamonds not a big risk to business
🤔 Will announce plans on LGD biz & inorganic growth plans
Opportunity for Titan in jewellery industry is very strong, target 20% annual revenue growth rate in jewellery business.
Studded growth in Q3 was good for company, ratio lower due to higher growth in gold coins. Would like to maintain overall margin around 11%, says CK Venkataraman, Titan
HAPPIEST MINDS Says Gave A Forecast Of 30-35% Growth For FY25 Assuming Full Consolidation Of Acqns
Very Close To Revenue Forecast Of 30-35%
Delayed Closure Of Acquisitions Impacted Earlier Guidance
We Are Trying To Meet 30% Revenue Growth Guidance For FY25
HAPPIEST MINDS Says Hope To Hit 30% Rev For FY25 Given West Asia Consolidation & Organic Growth - CNBCTV18
Interarch Building: Co Total Capacity Will Become 2,00,000mt Upon Completion - Concall Update
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STOVEKRAFT Management Says Continue To See Growth In Volume & Value In Q4
Confident Of Double-digit Growth In FY25
Confident To Get Back To Historical Growth Of 18-20% In FY26 - CNBCTV18
NEOGEN CHEMICALS Says The Chemical Industry & Co Didn't Do Well Last Year
Topline Growth Would Have Been 30% If Not Were For Weak Pricing
FY25 Topline Seen At ₹800-850 Cr, Q4 Is A Strong Qtr For Us Typically - CNBCTV18
GR INFRA Q3 CONCALL
The company expects a negative growth of 10-12% for the whole year ( Revised Lower) . For the next financial year ( FY26 ), they expect a double-digit growth of 9-12%.
The company is targeting an order inflow of Rs 17,000 crore for FY26.
The company expects margins to be in the range of 10-12% for FY26 and 13-14% for FY27.
The company expects to transfer Rs 1,200 crore worth of book value of equity assets to InvIT and realize more than that.
UBS initiates coverage on PCBL Chemicals
👍 Buy Rating with TP of Rs.600/sh
🤩 Co is transforming into a chemical technology platform & should re-rate
👏 Among Indian Chemical stocks, it remains the cheapest on PEG basis
During FY24-FY29E they expect PCBL to deliver
🎯 27% earnings CAGR
🎯 ROCE from 18% to 29%
On Business verticals
1⃣ Base business is a steady compounder & Cash generator
2⃣ Expect growth from diversion into newer phosphonate chemistry will surprise the market
3⃣ Sophisticated nano-silicon technology offers substantial optionality but is not appreciated by market
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
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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
