Welspun recovers from days low post concall!
💪 Current Order book is in excess of Rs 15000cr. Next 2-3 years demand remains strong across geographies from multiple projects
💪 Strong Pipeline
India DI plant is booked for next 5 quarters & India LSAW plant is booked for 1 year
US plant is booked for 6-7 quarters
Targets
👉 Annualised ROCE runrate is maintained at 20%+
👉 Net Debt/EBITDA currently at 0.06x, will not exceed 0.5x
🪈 In plastic pipes, co is targeting 5-6% market share
Sula Vineyards hits 52 week low on a weak show in Q3FY25 but management believes things will get better from here on
🍷 FY26 will be better than FY25
🕺 Sulafest was a hit in Feb 2025
🍷 Margins have bottomed in Q3FY25
SWIGGY Says Q4 Will See Good Growth In Store Additions & Revenue For Quick Commerce
Will Grow 18-22% In Food GOV Sustainably
Continue To Add Users On The Platform
Bolt Contributes 9% Το Volumes
Portfolio Contribution Margin Improved By 80 bps Led By Food Delivery
Quick Commerce Biz Growth Improved QoQ, Added 86 Dark Stores In January
CO WILL BE EBITDA POSITIVE BY Q3FY26 : INTERVIEW
- CNBCTV18
Portfolio contribution margin improved by 80 bps led by food delivery, quick commerce biz growth improved QoQ, added 86 dark stores in January.
Q4 will see good growth in store additions & revenue for quick commerce, says Rahul Bothra, Swiggy
WELSPUN CORP 9 MONTH PERFORMANCE V FY25 GUIDANCE
REVENUE AT 10,200 CR V 17000 CR GUIDANCE
EBITDA AT 1356 CR V 17000 CR GUIDANCE
ROCE AT 15 % V 20 % GUIDANCE
Senores Pharma
FY 24- Revenue - 215 cr
FY 25 ( Expected)- 410-440 cr
Fy 26 ( Expected)- 670-700 cr
PAGE IND Q3 HIGHLIGHTS
Sales volume grew 4.7% YoY, amounting to 57.8 million pieces
Management Says We're excited to report strong profit growth, fueled by rising revenue and efficient cost control. Our focus on talent, innovation, and digital transformation positions us well for future growth, with retail and e-commerce driving success.
This strategy strengthens our market position and keeps us ahead in the industry.
OUTLOOK
The Indian apparel retail sector confronts short-term headwinds due to dampened consumer sentiment. Nonetheless, long-term growth prospects remain robust, propelled by economic expansion, urbanization, and rising disposable incomes.
Athleisure and innerwear are poised as pivotal growth drivers, complemented by the proliferation of organized retail and e-commerce.
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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PAGE INDUSTRIES Q3
PAT growth 34.3%
VOLUME growth 4.7% only
IKS HEALTH Says Expect Q4 To Be Stronger Than Q3
Expect To Maintain EBITDA Margin In Mid-30% Level In FY26 & Onwards - CNBCTV18
ADANI ENT ; Adani Enterprises plans ₹30,000 crore capex for FY25, a third of earlier guidance. - FE
Earlier Guidance Was Rs 80000 Cr
SULA VINEYARD CEO Says FY26 ( Next Financial Year ) Will be Better Than Fy25
Will See Margin Improvement Starting Q4 Itself
SULA Vineyards Ceo Says due to Payment’s issue , We slowed down our sales in Telangana which hit Sales In Q3
Now those Issues Are Now Resolved
- CNBCTV18
Skipper Ltd
Order Book - 6,354 Cr, with 89% from domestic markets and 11% from exports
YTD Order Inflows - 3,743 Cr
Secured significant large domestic contracts from Power Grid Corp and private TSO
INDIAN HOTEL CEO Says Eyeing 700-1,000 Ginger Hotels Over Next 2 Decades - ETNOW
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LEMON TREE HOTELS Says Margin Will Hold Around 50%
Closed Q3FY25 With Occupancy At 74% With Aurika Occupancy At 71% - CNBCTV18
LEMON TREE HOTELS Says Q4FY25 Will Be Strong & Momentum Will Continue In FY26 As Well
Looking To Renovate 4,000 Rooms Which Will Cost Approx ₹300 Cr ; LEMON TREE
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
