WONDERLA HOLIDAY
Expect flat to mild decline in overall footfalls in FY25
Bhubaneshwar Footfalls seen at 3.5 lk this year
Could see about 2-3% improvement in Non Ticket Revenue contribution
Welspun Ent
Targets 17000-20000 Cr orderbook by end of the year
Maintains 4000 Cr revenue guidance for the year
Expect another 3000-4000 Cr worth orders from DoT
In L1 at 1850 Cr worth orders
GAIL In Focus
Double Upgrade By Jefferies
Buy from Underperform; Hike TP to Rs 240 from Rs 190
Upgrade to Buy after Correction
New pipelines are driving market share gains
See this continuing as more pipelines are commissioned by mid-CY25
Trading profitability should continue on muted Henry Hub price, given elevated US gas inventories.
Expect 9% Ebitda CAGR over FY24-27
20% correction from recent peak makes risk reward favourable
EARNINGS
GOOD-PB FINTECH, CCL PRODUCTS, MAX HEALTHCARE
INLINE-DRL, MANNAPURAM FINANCE,
WEAK-TITAN, BERGER PAINTS, JK TYRES, GAIL, OIL INDIA, RAYMOND LIFESTYLE, CHEMPLAST SANMAR
JK Paper Mngmt Says There Is A Pressure On Profitability Due To High Inflated Raw Material Costs
Have Not Seen Such High Raw Material Costs In The Last 7-8 Years
Demand Was A Major Issue
Cheaper Imports Have Started Coming To India And Are Impacting Market Sentiment
FY25 Volume Growth Seen Higher Than FY24 By 6-7%
JK PAPER Management Says High Wood Cost Hit Q2 Margins
Wood Supply Shortage Set To Continue For 3 Qtrs
Cheaper Imports Impacted Overall Pricing
Tilaknagar Industries says
Guidance for FY25
🥃 Revenues at ₹1300cr with margins of 15.5% ex of incentives
🥃 When quizzed on their interest in Imperial Blue, mgm clarifies they will look at prudent inorganic growth
#3: Plays in Food and Consumption
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#1: Plays in Financial Services
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Data center theme connected direct & indirectly stocks list.
#E2E Network ~ Advanced cloud services.
#AhluwaliaContract ~ Data center maintance services
#Anantrajltd ~ Data center infrastructure
#Blackbox ~ Telecom equipment
#Marineelectrical ~ equipment provider.
#Netwebtech ~ End to end support for cloud base & server equipment.
#Railtel ~ Psu company in data center.
#skipper ltd ~ Telecom equipment
#Dlink ltd ~ Telecom equipment
#Hblpower ~ Power back-up
#Exicom ~ Power back-up
Orian power brief notes:
1. 2500cr order book to be completed by nov 25
2. 900mw order pipeline in discussions next 3-4 months to be finalized in. Order pipeline is there in solar for the next 3-4 years
3. 10k cr investments planned over the next 3-4 yrs in the Solar, Green hydrogen and BESS verticals.
4. 1 GW capacity target by fy26e in solar epc
5. 400mw IPP is planned by 2026
#Q2FY25
Cumulative PAT growth for PSU banks (based on the results reported) is 11% QoQ and 27% YoY, while PAT growth for Private Banks lag at -1% QoQ (de-growth) and 11% YoY.
PDS Ltd says
We should do revenue growth of 20% vs 10% guided earlier
As investments yield more results, we will do PAT margins of 4-5%
We have an orderbook which is 20% better than expected
Somany Ceramics Says Revised Guidance Lower From Double-digit Revenue Growth To 6-8% In FY25
Somany Ceramics management Says Sanitary Segment Has 7 Done Better Than Tiles
Will Get To 9.5-10% EBITDA Margin This Year
Don't See Gas Prices Going Up Going Forward
Capacity Utilisation Should Range Around Mid-80% In H2FY25
H1 Surprised Negatively, October Has Started Well
BOLA THA JAYBEEEEEEEEEEEEEEEEEEEEE
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Maharashtra Seamless says
EBITDA/tn Guidance
Seamless/tn at Rs.15k/tn
ERW range Rs.4k to Rs.9k/tn
Rig business clocking EBITDA of Rs.45-55cr on an annual basis, could sell it at sometime.
SHYAM METALICS OCT BIZ UPDATE
Pellet Avg Realisation Down 6% YoY & Up 10% MoM At ₹8,503/t
Stainless Steel Sales Volumes Up 21% YoY & Down 20% MoM At 6,533 tonne
Pellet Sales Volumes Down 31% YoY & Down 31% MoM At 63,377 tonne
JK TYRE Management Says Have been able to pass on 50% of the RM price hikes, took another price hike earlier
May increase prices once more if RM prices continue to increase
Looking to get back to the margin range of 13- 15% on a full year basis
H2FY25 will definitely be better than H1FY25
Expect high single-digit growth for replacement market at this point
Most likely Cummins India listed entity growth wont be impacted by downgrade of global entity
Cummins lowers guidance for India business from 8% to 1% owing to reduction in its industry truck demand guidance from 0-5% to -5 to +5%
As per GS, this business is not served by listed Cummins India
The power generation segment in India grew 49% yoy attributed to pre-buying of gensets as well as data center demand
Short term trading , positional trading
And learning priceaction join now @wealthcreator7
Stock SIP, long term investment don't miss to join @stocksip
Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
@fundamental3
US STOCK Chart study for more detail visit
@Us_stock3
Order Book, capex and stock information in detail @stockinfo33
Stock market statics and information @stockinfo3
All IPO Updates Live @ipoinfo3
APL Apollo Tubes says
Guidance for FY25 Volumes at 3.2-3.3mt
H2FY25 EBITDA/tn ₹4k-5k/tn
Promoter entity will not reduce stake
Priority is to be debt free, then can think about a buyback
Promoters who are buying from the open market today and past few days
Trishakti Industries ~230 Crs Market cap, continuous buying
Hariom Pipes ~1800 Crs
Tokyo Plast ~121 Crs, continuous buying
Bliss GVS ~1335 Crs
Gensol Engineering ~3113 Crs
Getalong Enterprise ~100 Crs, continuous buying
Ramkrishna Forging ~17000Crs
In their latest video soicfinance and ishmohit1 highlight top 5 themes for Diwali.
I've summarized three of these themes with plays in three tables below 👇
Recent Quarter All Conference call 👇
/channel/nilfaldu
Short term trading , positional trading
And learning priceaction join now @wealthcreator7
Stock SIP, long term investment don't miss to join @stocksip
Corporate update, quaterely result, management guidance @companyupdate
Daily one company Fundamental analaysis in detail daily
@fundamental3
US STOCK Chart study for more detail visit
@Us_stock3
Order Book, capex and stock information in detail @stockinfo33
Stock market statics and information @stockinfo3
All IPO Updates Live @ipoinfo3
AEROFLEX INDUSTRIES
FY25 Targets
- Revenue growth band at 20-25%
- Profit growth expected at 25%
- Margin expansion of 100 Bps
Bellows Plant
Phase 1: 80 Cr revenue potential with 25-30% margins
https://youtu.be/TkJLS1rXnRE?si=zcbNtwesgpoXV5LJ
Capri Global Says
Credit cost will remain steady at 1%
MSME advances will see 10-12% growth this year, 20% next year
Bank financing the sector is getting difficult
AUM growth will be 32%-35% in FY25
AUM will be at Rs27000cr by FY27
Protean eGov Technologies says
H1 growth was impacted by events like elections
Margins will hold around 14-15% in H2FY25
Looking at many new opportunities & verticals
Aeroflex mngmt Says Working Capital Cycle Has Stretched In Last 6 Months
Profit Growth Expected At 25%, Rev Growth In 20-25% Range In FY25
Targetting 25% Growth For FY25
